Allan Wise – Financial Adviser
Adviser identifying number: 360038
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010
Name of the licence holder: MAGNITUDE GROUP PTY LTD
Licence number: 221557
Licensee’s ABN: 54086266202
Licence controlled by: WESTPAC BANKING CORPORATION
The date the Financial Adviser commenced the appointment: 30/09/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CYGNET ADVISORY PTY LTD
Authorised Representative identifying number: 396154
Authorised Representative’s ABN: 87147936196
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:
- Accredited Listed Product Adviser Program – Kaplan Professional Education
- Diploma of Financial Advising – Securities Institute of Australia
- Masters of Financial Planning – University of Sunshine Coast
- Self Managed Superannuation Funds – Kaplan Professional Education
Relevant memberships of professional bodies or industry associations:
Allan Wise is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- 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