Financial Adviser · MORNINGTON, VIC

Marcus Allen

MORNINGTON, VIC

Tax advice
authorised

ASIC Registered · ADV 001323651

Currently at

Mpfs Private Wealth (Mornington)

Mornington, VIC (firm address)

View firm profile

About Marcus Allen

Marcus Allen is a financial adviser based in Mornington, Victoria. Marcus is currently authorised under Mpfs Private Wealth, operating through Mpfs Private Wealth (Mornington). Marcus holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Marcus's qualifications include a Masters of Financial Planning from Deakin University. Marcus 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 Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2022

Bachelor of Accounting

Monash University

2022

Bachelor of Business (Business Law)

Monash University

2026

Masters of Financial Planning

Deakin University

Registration History

Mpfs Private Wealth Pty Ltd

Oct 2026 - Present Current

Source: ASIC Financial Advisers Register