Peter Allen Financial Planner Report

Name:
Peter William Allen

Rep Number:
000260828

Status:
Current

First Advice:
1976

Disciplinary action:
No action

Most Recent Role:
2012-07-30 onwards

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
FHSA Issued non ADI
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
MDA Services
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Independent Centre of Financial Training
Financial Planning Certificate Course
Integratec
Investment Planning 1 module of the Diploma of Financial Services (Financial Planning)
Integratec
Investment Planning 1-Module of the Diploma of Financial Services (Financial Planning)
Australian Institute of Financial Studies
Superannuation & Retirement Planning