Financial Adviser
· MUDGEE, NSW
Allan Brindley
No disciplinary history on record with ASIC
MUDGEE,
NSW
30
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000231646
About Allan Brindley
Allan Brindley is a financial adviser based in Mudgee, New South Wales, with 30 years of experience in the financial services industry since 1996. Allan is currently authorised under Lifespan Financial Planning. Allan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Allan's qualifications include a Bachelor of Economics from The University of Sydney. Allan is a member of Chartered Accountants Australia and New Zealand (CA ANZ).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1987
Bachelor of Economics
The University of Sydney
1990
Chartered Accountant
The Institute of Chartered Accountants in Australia
2010
Margin Lending and Geared Investments
Kaplan Education Pty Ltd
2011
Self Managed Superannuation Funds
Kaplan Education Pty Ltd
2017
Accredited Listed Product Adviser Program
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional