Neralie Elizabeth Allen – Financial Adviser
Adviser identifying number: 249341
Status: Current
Adviser’s ABN: 64563329063
The year the Financial Adviser first provided advice: 2000
Name of the licence holder: AMP FINANCIAL PLANNING PTY LIMITED
Licence number: 232706
Licensee’s ABN: 89051208327
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
The date the Financial Adviser commenced the appointment: 21/12/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AMP FINANCIAL PLANNING PTY LIMITED
Authorised Representative identifying number: 232706
Authorised Representative’s ABN: 89051208327
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:
- Advice Competencies Program – AMP
- Basic Competencies Training Program – MLC / Lend Lease / RMIT
- PS146 Knowledge Assessment – Kaplan
- Retirement Planning DFP4 – FPA
Relevant memberships of professional bodies or industry associations:
Neralie Elizabeth 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
- Superannuation