SUSAN JOAN ALLEN


Licensee: RADFORD ALLEN FINANCIAL SERVICES PTY LTD

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.

Adviser Overview

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

Authorisations to provide financial product advice

  • SUSAN JOAN ALLEN
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

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

Adviser employment history

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

Licensee Information

Licence Name RADFORD ALLEN FINANCIAL SERVICES PTY LTD
Licence Number 000221531
Licence ABN 46098406958

Financial advisers with the same licensee

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

Financial advisers with the same licensee

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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Dataset Information


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.