Craig Allen – Financial Adviser
Adviser identifying number: 382856
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010
Name of the licence holder: PREMIER WEALTH MANAGEMENT FINANCIAL SERVICES PTY LTD
Licence number: 404798
Licensee’s ABN: 47149527677
Licence controlled by:
The date the Financial Adviser commenced the appointment: 10/06/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PREMIER WEALTH MANAGEMENT FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 404798
Authorised Representative’s ABN: 47149527677
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: Diploma of Financial Services – RG146 Training Australia
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Craig Allen 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
- Margin Lending Facility / Standard Margin Lending Facility