ALLAN DUNN

Financial Adviser Ā· Fairy Meadow, NSW

Registered

Registration Number

000309407

Registration Status

Registered

Location

Fairy Meadow, NSW 2519

Providing Advice Since

2015

Registration Date

13/09/2019

Financial Services Licensee

PROFESSIONAL INVESTMENT SERVICES PTY LTD

Licence #000234951

ABN (Australian Business Number)

39803535914

šŸ“š Qualifications & Training

2002 - Diploma of Financial Planning - Diploma (AQF 5) - FPA/Deakin University
2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - TAFE NSW

šŸ¢ Professional Memberships

Financial Advice Association of Australia (FAAA)

ā„¹ļø What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.