ALLEN BLOOM
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1996 - Introduction to Financial Planning - - FPA
1997 - Retirement Planning, and Investment Planning: Fundamentals - - FPA
1999 - Risk Management & Insurance Planning - - FPA
2001 - Advanced Investment Planning - - FPA
2012 - CA SMSF Specialist Accreditation Course - - University of New South Wales
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
IMA - Institute of Management Accountants
ℹ️ 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.