Financial Adviser · DOCKLANDS, VIC

Allan Weston Johnson

DOCKLANDS, VIC

22 Years experience

Tax advice
authorised

ASIC Registered · ADV 000270408

Currently at

Rebecca Viola Newton

West Perth, WA (firm address)

View firm profile

Allan Weston Johnson is a financial adviser based in Docklands, Victoria, with 22 years of experience in the financial services industry since 2004. Allan is currently authorised under Core Financial Services, operating through Rebecca Viola Newton. Allan holds authorisations to advise on superannuation, life insurance and life insurance investments, as well as tax financial advice services (TFAS). Allan's qualifications include a Diploma in Financial Services (Distribution) from Deakin Financial Planning Pty Ltd. Allan is a member of Financial Advice Association of Australia (FAAA) and National Insurance Brokers Association (NIBA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments

Restrictions: Authorised to provide advice on all Life Insurance products only including under Superannuation and SMSFs.

Authorised to provide tax financial advice services

Qualifications and Training

2001

Diploma in Financial Services (Distribution)

Deakin Financial Planning Pty Ltd

2001

Financial Services Essentials

Deakin Financial Planning Pty Ltd

2010

Regulatory Guide 146 Assessment

Kaplan Education Pty Ltd

Registration History

Core Financial Services Pty Ltd

Dec 2020 - Present Current

Authorised to provide advice on all Life Insurance products only including under Superannuation and SMSFs.

Marsh Advantage Insurance Pty Ltd

Sep 2015 - Dec 2020 Ceased

Life Insurance Risk Products (including Life Insurance Risk Products in the context of Superannuation) includingLife Insurance, Total & Permanent Disability Insurance (TPD), Trauma Insurance, Income Protection Insurance, Business Expenses Insurance, Salary Continuance Insurance,Investment Life Insurance Products includingAnnuities andInsurance Bonds, andGeneral Insurance (Limited to Personal Accident and Sickness Policies only). Superannuation is limited to the placement of insurance via the superannuation environment, rollover of funds from a superannuation fund to another to pay for premiums and nomination of

Marsh Advantage Insurance Pty Ltd

Apr 2014 - Sep 2015 Ceased

ARTHUR J. GALLAGHER (LIFE SOLUTIONS) PTY LTD

Dec 2010 - Apr 2014 Ceased

Infocus Securities Australia Pty Ltd

Jun 2010 - Nov 2010 Ceased

Ri Advice Group Pty Ltd

Mar 2004 - Jun 2010 Ceased

Source: ASIC Financial Advisers Register