MICHAEL ROBERT ALLEN

Financial Adviser ยท Thirroul, NSW

Registered

Registration Number

000330716

Registration Status

Registered

Location

Thirroul, NSW 2515

Providing Advice Since

1993

Registration Date

06/10/2008

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

๐Ÿ“š Qualifications & Training

2007 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA)

๐Ÿข Professional Memberships

CFP - Certified Financial Planner (FPA)
Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.