Carla Allen Financial Planner Report

Name:
Carla Helene Allen

Rep Number:
000464805

Status:
Current

First Advice:
2001

Disciplinary action:
No action

Most Recent Role:
2012-06-04 onwards

Location:
Sydney, , NSW, 0

Licensee
Name:

Number:
000230690

ABN:
23 002 336 254

Controlled By:

Appointed By
Name:
Godfrey Pembroke Limited

Licence Number:
000230690

ABN:
23 002 336 254

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

Qualifications
Macquarie University
Bachelor Degree - Economics
Securities Institute of Australia
Graduate Diploma - Financial Planning
Institute of Chartered Accountants in Australia
Post Graduate - Chartered Accountant (CA)

Memberships
Chartered Accountants Australia and New Zealand (CA)