Trent Allan Financial Planner Report

Name:
Trent Allan

Rep Number:
001243360

Status:
Current

First Advice:
2016

Disciplinary action:
No action

Most Recent Role:
2016-06-24 onwards

Location:
Arundel, South Eastern, QLD, 4214

Licensee
Name:

Number:
000344628

ABN:
88 133 306 251

Controlled By:

Appointed By
Name:
Financial Masterplan Pty Ltd

Licence Number:
000344628

ABN:
88 133 306 251

May advise on following product areas:
Non-basic Deposit Products
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
Monarch Institute
Advanced Diploma of Financial Planning