Alan Frederick Henson
Financial Adviser in Toowoomba, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000308804
- Location
- Toowoomba QLD 4350
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 29 October 2014
- First provided advice
- 2006
- Qualifications
- Diploma of Financial Services (Financial Planning), GWM Adviser Services Ltd (2006); Advanced Diploma of Financial Services (Financial Planning), ThreeSixty (2007); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2010); Accredited Listed Product Adviser (ASX ALPA) Program, Kaplan Higher Education Pty Limited (2012)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Alan Frederick Henson
Alan Frederick Henson is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Toowoomba, Queensland (adviser number 000308804).
Advice is given under the Australian financial services licence of Akumin Financial Planning Pty Limited, licence number 232706. The current authorisation started on 29 October 2014.
The register records 2006 as the year Alan first provided financial advice. The qualifications listed for Alan include Diploma of Financial Services (Financial Planning) (GWM Adviser Services Ltd, 2006), Advanced Diploma of Financial Services (Financial Planning) (ThreeSixty, 2007) and Margin Lending and Geared Investments (Kaplan Higher Education Pty Limited, 2010).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Alan Frederick Henson a registered financial adviser?
Yes. Alan Frederick Henson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000308804.
Which licensee does Alan Frederick Henson work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Alan Frederick Henson give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."