Financial Adviser
· MELBOURNE, VIC
Allen Ozdil
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001263377
Allen Ozdil is a financial adviser based in Melbourne, Victoria, with 9 years of experience in the financial services industry. Allen is currently authorised under Pitcher Partners Investment Services Pty. Ltd.. Allen 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. Allen 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
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2016
Bachelor of Finance
La Trobe University
2020
Certified Financial Planner
Financial Planning Association
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional