Trent Lawrence Allen – Financial Adviser
Adviser identifying number: 440876
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008
Name of the licence holder: FINANCIAL WISDOM LIMITED
Licence number: 231138
Licensee’s ABN: 70006646108
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA
The date the Financial Adviser commenced the appointment: 19/06/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FINANCIAL WISDOM LIMITED
Authorised Representative identifying number: 231138
Authorised Representative’s ABN: 70006646108
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:
- Bachelor of Business – Queensland University Technology (QUT)
- Bachelor of Information Technology – Queensland University Technology (QUT)
- Graduate Diploma of Financial Planning – Kaplan Professional (formerly FINSIA)
- Master of Applied Finance – Kaplan Professional
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association (FPA) – Certified Financial Planner
- SMSF Association – SMSF Specialist Advisor (SSA)
Trent Lawrence 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
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility