Financial Adviser
· HILLARYS, WA
Michael David Allanson
No disciplinary history on record with ASIC
HILLARYS,
WA
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000263096
About Michael David Allanson
Michael David Allanson is a financial adviser based in Hillarys, Western Australia, with 22 years of experience in the financial services industry since 2004. Michael is currently authorised under Wp Wealth Professionals. Michael holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Michael's qualifications include a Graduate Diploma of Financial Planning from Kaplan. Michael 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
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2006
Diploma of Financial Services (Financial Planning)
FSTA
2010
Margin Lending & Geared Investments Adviser Accreditation
Kaplan
2013
Fellow Charted Financial Practitioner (FChFP)
RG146 Training Australia
2018
SuperConcepts & ICFS Specialist SMSF course
The University of Adelaide
2021
Graduate Diploma of Financial Planning
Kaplan
Registration History
LIFE PLAN FP PTY LTD
Limited Advice in SMSF & Superannuation
WESTERN PACIFIC FINANCIAL GROUP PTY LTD
Source: ASIC Financial Advisers Register