ANITA ALLAN


Licensee: PERKS & ASSOCIATES PTY. LIMITED

ANITA ALLAN (Adviser# 001255673) 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 16, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name ANITA ALLAN
Adviser Number 001255673
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2017
Financial Service (AFS) Licence Licence# 000488997
PERKS & ASSOCIATES PTY. LIMITED
Adviser Start Date 2017-06-16
Appointing Representative Name PERKS & ASSOCIATES PTY. LIMITED
Appointing Representative Number 000488997
Memberships Chartered Accountants Australia and New Zealand (CA)

Authorisations to provide financial product advice

  • ANITA ALLAN
  • ·
  • Superannuation Self Managed
  • ·
  • Product Class Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce Flinders University
Chartered Accountant Institute of Chartered Accountants Aust (now CAANZ)
RG146 Licensing Training of Financial Product Advisers Financial Education Professionals

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000488997 PERKS & ASSOCIATES PTY. LIMITED 2017-06-16 - PERKS & ASSOCIATES PTY. LIMITED

Licensee Information

Licence Name PERKS & ASSOCIATES PTY. LIMITED
Licence Number 000488997

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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.