SUSAN JOAN ALLEN (Adviser# 000222743) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is August 1, 2002.
| Register Name | Financial Advisers |
| Adviser Name | SUSAN JOAN ALLEN |
| Adviser Number | 000222743 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1997 |
| Financial Service (AFS) Licence |
Licence# 000221531 RADFORD ALLEN FINANCIAL SERVICES PTY LTD |
| Licence ABN | 46098406958 |
| Licence Controlled By | SUSAN JOAN ALLEN |
| Adviser Start Date | 2002-08-01 |
| Appointing Representative Name | RADFORD ALLEN FINANCIAL SERVICES PTY LTD |
| Appointing Representative Number | 000221531 |
| Appointing Representative ABN | 46098406958 |
| Memberships |
CPA Australia (CPA) Chartered Accountants Australia and New Zealand (CA) Financial Planning Association of Australia (FPA) Taxation Institute of Australia |
|
| Qualification / Degree | Institute / School |
|---|---|
| Certified Financial Planner | Financial Planning Association |
| Dimploma of Financial Planning | Deakin University |
| Diploma of Australian Taxation Law | Taxation Institute of Australia |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000221531 |
RADFORD ALLEN FINANCIAL SERVICES PTY LTD
Licence controlled by: SUSAN JOAN ALLEN |
2002-08-01 - | RADFORD ALLEN FINANCIAL SERVICES PTY LTD |
| Licence Name | RADFORD ALLEN FINANCIAL SERVICES PTY LTD |
| Licence Number | 000221531 |
| Licence ABN | 46098406958 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| IAN ROBERT DAVIS | Radford Allen Financial Services Pty Ltd | Current | 2006-07-04 |
| ALAN BRUCE LANE | Radford Allen Financial Services Pty Ltd | Current | 2002-11-01 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| IAN ROBERT DAVIS | Radford Allen Financial Services Pty Ltd | Current | 2006-07-04 |
| ALAN BRUCE LANE | Radford Allen Financial Services Pty Ltd | Current | 2002-11-01 |
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| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.