Susan Allen Financial Planner Report

Name:
Susan Joan Allen

Rep Number:
000222743

Status:
Current

First Advice:
1997

Disciplinary action:
No action

Most Recent Role:
2002-08-01 onwards

Licensee
Name:

Number:
000221531

ABN:
46 098 406 958

Controlled By:

Appointed By
Name:
Radford Allen Financial Services Pty Ltd

Licence Number:
000221531

ABN:
46 098 406 958

May advise on following product areas:
Investment Life Insurance
Managed Investment Schemes, including IDPS
Securities
Superannuation

Qualifications
Financial Planning Association
Certified Financial Planner
Deakin University
Dimploma of Financial Planning
Taxation Institute of Australia
Diploma of Australian Taxation Law

Memberships
CPA Australia (CPA)
Chartered Accountants Australia and New Zealand (CA)
Financial Planning Association of Australia (FPA)
Taxation Institute of Australia