Financial Adviser
· PERTH, WA
Wayne Allard
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000279149
Wayne Allard is a financial adviser based in Perth, Western Australia, with 22 years of experience in the financial services industry. Wayne is currently authorised under Shaw And Partners Limited. Wayne 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 Bachelor of Commerce Economics and Financial Planning from Curtin University of Technology.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2003
Bachelor of Commerce Economics and Financial Planning
Curtin University of Technology
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Ltd
Registration History
SHAW AND PARTNERS FINANCIAL PLANNING PTY LTD
DJ CARMICHAEL PTY LIMITED
Not authorised to provide SMSF advice.
Not authorised to provide SMSF advice.
Source: ASIC Financial Advisers Register