Financial Adviser · ADELAIDE, SA

Matthew Allan

14 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 001004164

Matthew Allan is a financial adviser based in Adelaide, South Australia, with 14 years of experience in the financial services industry. Matthew is currently authorised under Industry Fund Services Limited. Matthew 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 Bachelor of Finance (International) from University of Adelaide.

Authorised to Advise On

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

Restrictions: Superannuation products (excluding Self Managed Superannuation Funds)

Authorised to provide tax financial advice services

Qualifications and Training

2007

Bachelor of Finance (International)

University of Adelaide

2008

Diploma of Financial Services

AMP Financial Planning

2012

Advanced Diploma of Financial Services

Kaplan

2019

DFP5v5 Tax for Financial Advising

Kaplan

2023

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Industry Fund Services Limited

May 2022 - Present Current

Superannuation products (excluding Self Managed Superannuation Funds)

STATEWIDE SUPERANNUATION PTY LTD

Mar 2020 - Apr 2022 Ceased

Synchron Advice Pty Ltd

Jun 2019 - Feb 2020 Ceased

Count Financial Limited

Apr 2019 - Jun 2019 Ceased

Not authorised to provide personal advice on SMSF, Standard Margin Lending

FINCHOICE PTY LTD

Mar 2016 - Nov 2018 Ceased

Self Managed Superannuation Funds

Commonwealth Financial Planning Limited

Jan 2012 - Mar 2016 Ceased

Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.

Source: ASIC Financial Advisers Register