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