Benjamin Allen Financial Planner Report

Name:
Benjamin Allen

Rep Number:
000231950

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2016-09-15 onwards

Location:
Ringwood, Melbourne, VIC, 3134

Licensee
Name:

Number:
000229892

ABN:
23 065 921 735

Controlled By:

Appointed By
Name:
Lifespan Financial Planning Pty Ltd

Licence Number:
000229892

ABN:
23 065 921 735

May advise on following product areas:
Non-basic Deposit Products
Non-Cash Deposit Products
Old Law Securities Options Contracts and Warrants Securities
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
MDA Services
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Mentor education
Diploma of Financial Planning
Kaplan
Margin Lending and Geared Investments

Memberships
CPA Australia (CPA)