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