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: ACN 147 602 444 PTY LTD
Licence number: 431865
Licensee’s ABN: 99147602444
Licence controlled by:

The date the Financial Adviser commenced the appointment: 18/03/2013
The date the Financial Adviser ceased the appointment: 30/11/2015
Name of the Authorised Representative: ACN 147 602 444 PTY LTD
Authorised Representative identifying number: 000431865
Authorised Representative’s ABN: 99147602444

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 – 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: