Financial Adviser · MELBOURNE, VIC

Christopher Bruce Allan

MELBOURNE, VIC

28 Years experience

Tax advice
authorised

ASIC Registered · ADV 000329002

Practice

The Trustee For C.b. And W.s. Allan Family Trust

Melbourne, VIC (practice address on ASIC register)

Licensed through Aag Financial Planning

View practice

About Christopher Bruce Allan

Christopher Bruce Allan is a financial adviser based in Melbourne, Victoria, with 28 years of experience in the financial services industry since 1998. Christopher works at The Trustee For C.b. And W.s. Allan Family Trust, which is licensed through Aag Financial Planning. Christopher holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Christopher's qualifications include a Master of Financial Planning from Royal Melbourne Institute of Technology (RMIT). Christopher is a member of Financial Advice Association of Australia (FAAA), Financial Services Institute of Australiasia (FINSIA) and SMSF Association.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2003

Diploma of Financial Advising

Securities Institute of Australia

2007

Financial Plan Construction & Review

TRIBECA

2007

Master of Financial Planning

Royal Melbourne Institute of Technology (RMIT)

2011

Margin Lending and Geared Investments

Kaplan

2014

Accredited Listed Product Adviser

Kaplan

Registration History

Aag Financial Planning Pty Ltd

Jul 2021 - Present Current

FINANCIAL SERVICES PARTNERS PTY LIMITED

Aug 2008 - Jul 2021 Ceased

Government Debentures, Stocks or Bonds: Class of product only.

Source: ASIC Financial Advisers Register