Anita Allan – Financial Adviser
Adviser identifying number: 1255673
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017
Name of the licence holder: PERKS & ASSOCIATES PTY. LIMITED
Licence number: 488997
Licensee’s ABN:
Licence controlled by:
The date the Financial Adviser commenced the appointment: 16/06/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PERKS & ASSOCIATES PTY. LIMITED
Authorised Representative identifying number: 000488997
Authorised Representative’s ABN:
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:
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Relevant qualifications and training:
- Bachelor of Commerce – Flinders University
- Chartered Accountant – Institute of Chartered Accountants Aust (now CAANZ)
- RG146 Licensing Training of Financial Product Advisers – Financial Education Professionals
Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)
Anita Allan is authorised to provide advices on following products:
- Superannuation / Self-Managed Superannuation Fund
- Class of Product Advice – Superannuation