Timothy Allen – Financial Adviser

Adviser identifying number: 1254348
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017

Name of the licence holder: ACCPLAN PTY LTD
Licence number: 484860
Licensee’s ABN:
Licence controlled by: Timothy William ALLEN

The date the Financial Adviser commenced the appointment: 05/05/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ACCPLAN PTY LTD
Authorised Representative identifying number: 484860
Authorised Representative’s ABN:

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: Diploma of Financial Planning – KAPLAN

Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)

Timothy Allen is authorised to provide advices on following products:

• Superannuation / Self-Managed Superannuation Fund
• Superannuation / A person’s existing holding in a superannuation product
• Class of Product Advice – Securities
• Class of Product Advice – Simple Managed Investment schemes
• Class of Product Advice – Life risk insurance products
• Class of Product Advice – Superannuation