Matthew Allan – Financial Adviser
Adviser identifying number: 1004164
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012
Name of the licence holder: MORTGAGE CHOICE FINANCIAL PLANNING PTY LIMITED
Licence number: 422854
Licensee’s ABN: 97158645624
Licence controlled by: MORTGAGE CHOICE LIMITED
The date the Financial Adviser commenced the appointment: 22/03/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MORTGAGE CHOICE FINANCIAL PLANNING PTY LIMITED
Authorised Representative identifying number: 000422854
Authorised Representative’s ABN: 97158645624
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:
- Advanced Diploma of Financial Services – Kaplan
- Bachelor of Finance (International) – University of Adelaide
- Diploma of Financial Services – AMP Financial Planning
Relevant memberships of professional bodies or industry associations:
Matthew Allan is authorised to provide advices on following 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
- Securities
- Superannuation