Financial Adviser
· UNLEY PARK, SA
Simon Allanson
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000443182
Simon Allanson is a financial adviser based in Unley Park, South Australia, with 20 years of experience in the financial services industry. Simon is currently authorised under Alliance Wealth Pty Ltd. Simon 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 Certified Financial Planner from Financial Planning Association of Australia. Simon is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2001
Bachelor of Finance
University of Adelaide
2004
Graduate Diploma of Applied Finance and Investment
Securities Institute
2007
Graduate Diploma of Financial Planning
Securities Institute of Australia
2010
Certified Financial Planner
Financial Planning Association of Australia
Registration History
RUBICONEM PTY LTD
RUBICONEM PTY LTD
Government Debentures, Stocks or Bonds - Class of product only;
SECURITOR FINANCIAL GROUP PTY LIMITED
TYNAN MACKENZIE PTY LTD
Source: ASIC Financial Advisers Register