Financial Adviser
· MEREWETHER, NSW
Steven George Allen
No disciplinary history on record with ASIC
MEREWETHER,
NSW
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000241844
About Steven George Allen
Steven George Allen is a financial adviser based in Merewether, New South Wales, with 28 years of experience in the financial services industry since 1998. Steven is currently authorised under Capstone Financial Planning. Steven holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Steven's qualifications include a Certified Financial Planner from Financial Planning Association of Australia (FPA). Steven is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1992
Bachelor of Commerce
University of Newcastle
1996
Certified Financial Planner
Financial Planning Association of Australia (FPA)
1998
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
Registration History
Not authorised to provide personal advice on Securities & Standard Margin Lending
Source: ASIC Financial Advisers Register