GEOFF ALLEN


Licensee: SMART SOLUTIONS GROUP (AUST) PTY LTD

GEOFF ALLEN (Adviser# 000447478) 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 July 19, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name GEOFF ALLEN
Adviser Number 000447478
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2013
Financial Service (AFS) Licence Licence# 000500218
SMART SOLUTIONS GROUP (AUST) PTY LTD
Licence Controlled By Timothy John Edwin SHAPTER
Adviser Start Date 2018-07-19
Appointing Representative Name SMART SOLUTIONS GROUP (AUST) PTY LTD
Appointing Representative Number 000500218

Authorisations to provide financial product advice

  • GEOFF ALLEN
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Diploma of Financial Planning International Institute of Technology

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000500218 SMART SOLUTIONS GROUP (AUST) PTY LTD
Licence controlled by: Timothy John Edwin SHAPTER
2018-07-19 - SMART SOLUTIONS GROUP (AUST) PTY LTD
000344762 SENTINEL PRIVATE WEALTH PTY LTD 2013-10-17 - 2016-05-18 SENTINEL PRIVATE WEALTH PTY LTD

Licensee Information

Licence Name SMART SOLUTIONS GROUP (AUST) PTY LTD
Licence Number 000500218

Competitor

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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.