HomeFinancial AdvisersJames Phillip Allen – Financial Adviser

James Phillip Allen – Financial Adviser

Adviser identifying number: 344401
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010

Name of the licence holder: LUITEN SHORES FINANCIAL PLANNING PTY LTD
Licence number: 358840
Licensee’s ABN: 85141687836
Licence controlled by:

The date the Financial Adviser commenced the appointment: 22/12/2011
The date the Financial Adviser ceased the appointment: 18/03/2013
Name of the Authorised Representative: JAMES PHILLIP ALLEN
Authorised Representative identifying number: 000344401
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 – University of Wollongong
  • Professional Certificate in Self-Managed Superannuation Funds – University of Adelaide
  • SMSF Specialist Adviser – SPAA

Relevant memberships of professional bodies or industry associations:

  • Association of Financial Advisers (AFA)
  • SMSF Association

James Phillip Allen is authorised to provide advices on following products:

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