CRAIG ALLEN


Licensee: PREMIER WEALTH MANAGEMENT FINANCIAL SERVICES PTY LTD

CRAIG ALLEN (Adviser# 000382856) 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 June 10, 2011.

Adviser Overview

Register Name Financial Advisers
Adviser Name CRAIG ALLEN
Adviser Number 000382856
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2010
Financial Service (AFS) Licence Licence# 000404798
PREMIER WEALTH MANAGEMENT FINANCIAL SERVICES PTY LTD
Licence ABN 47149527677
Adviser Start Date 2011-06-10
Appointing Representative Name PREMIER WEALTH MANAGEMENT FINANCIAL SERVICES PTY LTD
Appointing Representative Number 000404798
Appointing Representative ABN 47149527677
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • CRAIG ALLEN
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Diploma of Financial Services RG146 Training Australia

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000404798 PREMIER WEALTH MANAGEMENT FINANCIAL SERVICES PTY LTD 2011-06-10 - PREMIER WEALTH MANAGEMENT FINANCIAL SERVICES PTY LTD
000240687 SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION
2010-09-15 - 2011-07-14 CRAIG ALLEN

Licensee Information

Licence Name PREMIER WEALTH MANAGEMENT FINANCIAL SERVICES PTY LTD
Licence Number 000404798
Licence ABN 47149527677

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
GERALD CUMMINGS Premier Wealth Management Financial Services Pty Ltd Current 2011-06-10

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
GERALD CUMMINGS Premier Wealth Management Financial Services Pty Ltd Current 2011-06-10

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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.