Financial Adviser
· HEATHERTON, VIC
Connie Rose Allie
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000413529
Connie Rose Allie is a financial adviser based in Heatherton, Victoria, with 15 years of experience in the financial services industry. Connie is currently authorised under Ff Solutions Group Pty Ltd. Connie 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 Planning from Kaplan Higher Education Pty Limited.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2010
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2012
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2013
Diploma of Financial Planning
Pinnacle Financial Services Academy Pty Ltd
2014
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2016
Accredited Aged Care Professional
Aged Care Steps
2020
Financial Adviser Exam
FASEA
2020
MAI769 Ethics for Financial Services
Ethics - Deakin University
2023
Commercial Law
Kaplan Higher Education Pty Limited
2023
Tax for Financial Advising
Kaplan Higher Education Pty Limited
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Not authorised to provide personal advice on SMSF.
Source: ASIC Financial Advisers Register