Financial Adviser · TOOWOOMBA, QLD

Alan Frederick Henson

20 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000308804

Alan Frederick Henson is a financial adviser based in Toowoomba, Queensland, with 20 years of experience in the financial services industry. Alan is currently authorised under Akumin Financial Planning Pty Limited. Alan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Advanced Diploma of Financial Services (Financial Planning) from ThreeSixty.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2006

Diploma of Financial Services (Financial Planning)

GWM Adviser Services Ltd

2007

Advanced Diploma of Financial Services (Financial Planning)

ThreeSixty

2010

Margin Lending and Geared Investments

Kaplan Higher Education Pty Limited

2012

Accredited Listed Product Adviser (ASX ALPA) Program

Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Oct 2014 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Hillross Financial Services Limited

Jan 2009 - Jan 2014 Ceased

GWM ADVISER SERVICES PTY LTD

Dec 2006 - Jun 2008 Ceased

Source: ASIC Financial Advisers Register