Financial Adviser
· ADELAIDE, SA
Anita Allan
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001255673
Anita Allan is a financial adviser based in Adelaide, South Australia, with 9 years of experience in the financial services industry. Anita is currently authorised under Perks Private Wealth Pty Ltd. Anita holds authorisations to advise on superannuation, life insurance and life insurance investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce from Flinders University. Anita is a member of Chartered Accountants Australia and New Zealand (CA ANZ).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Authorised to provide tax financial advice services
Qualifications and Training
2000
Bachelor of Commerce
Flinders University
2003
Chartered Accountant Program
Chartered Accountants Australia and New Zealand (CA)
2007
Graduate Certificate in Financial Planning (FINSIA)
Kaplan Higher Education Pty Limited
2016
RG146 Licensing Training of Financial Product Advisers
Financial Education Professionals
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2025
FPC003 Superannuation and Retirement Advice
Kaplan Higher Education