Catherine Allen – Financial Adviser

Adviser identifying number: 1000798
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010

Name of the licence holder: BENDIGO FINANCIAL PLANNING LIMITED
Licence number: 237898
Licensee’s ABN: 81087585073
Licence controlled by: BENDIGO AND ADELAIDE BANK LIMITED

The date the Financial Adviser commenced the appointment: 10/05/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BENDIGO FINANCIAL PLANNING LIMITED
Authorised Representative identifying number: 237898
Authorised Representative’s ABN: 81087585073

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Bachelor of Commerce – Deakin University
• CPA (Financial Planning Specialist) – CPA Australia
• Certified Financial Planner (CFP?) – Financial Planning Association of Australia (FPA)
• Margin Lending and Geared Investments – Kaplan Professional
• Self Managed Superannuation Funds – Kaplan Professional

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• Financial Planning Association of Australia (FPA)

Catherine Allen is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility