Susan Joan Allen – Financial Adviser

Adviser identifying number: 222743
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1997

Name of the licence holder: RADFORD ALLEN FINANCIAL SERVICES PTY LTD
Licence number: 221531
Licensee’s ABN: 46098406958
Licence controlled by: SUSAN JOAN ALLEN

The date the Financial Adviser commenced the appointment: 01/08/2002
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: RADFORD ALLEN FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 221531
Authorised Representative’s ABN: 46098406958

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:

• Certified Financial Planner – Financial Planning Association
• Dimploma of Financial Planning – Deakin University
• Diploma of Australian Taxation Law – Taxation Institute of Australia

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• Chartered Accountants Australia and New Zealand (CA)
• Financial Planning Association of Australia (FPA)
• Taxation Institute of Australia

Susan Joan Allen is authorised to provide advices on following products:

• Life Products / Investment Life Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Securities
• Superannuation