Jacob Allen – Financial Adviser

Adviser identifying number: 1246452
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: GPS WEALTH LTD
Licence number: 254544
Licensee’s ABN: 17005482726
Licence controlled by:

The date the Financial Adviser commenced the appointment: 10/08/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ALLENS INTL PTY LTD
Authorised Representative identifying number: 1246315
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:

Relevant qualifications and training:

• Bachelor of Commerce with a major in Accounting – The University of Queensland
• Graduate Diploma of Chartered Accounting – The Institute of Chartered Accountants in Australia
• RG146 – AAMC Training Group

Relevant memberships of professional bodies or industry associations:

• Chartered Accountants Australia and New Zealand (CA)
• Tax Institute
• Tax Practitioners Board

Jacob Allen is authorised to provide advices on following products:

• Superannuation