Trent Lawrence Allen – Financial Adviser

Adviser identifying number: 440876
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008

Name of the licence holder: WHITTAKER MACNAUGHT PTY. LTD.
Licence number: 246519
Licensee’s ABN: 96009793971
Licence controlled by:

The date the Financial Adviser commenced the appointment: 20/03/2010
The date the Financial Adviser ceased the appointment: 30/06/2013
Name of the Authorised Representative:
Authorised Representative identifying number:
Authorised Representative’s ABN:

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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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: