Allan Brindley
Financial Adviser in Mudgee, New South Wales, Australia
Review Allan Brindley
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000231646
- Location
- Mudgee NSW 2850
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 29 April 2026
- First provided advice
- 1996
- Qualifications
- Bachelor of Economics, The University of Sydney (1987); Chartered Accountant, The Institute of Chartered Accountants in Australia (1990); Margin Lending and Geared Investments, Kaplan Education Pty Ltd (2010); Self Managed Superannuation Funds, Kaplan Education Pty Ltd (2011); Accredited Listed Product Adviser Program, Kaplan Professional (2017); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Allan Brindley
Allan Brindley is a financial adviser in Mudgee, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000231646.
Advice is given under the Australian financial services licence of Lifespan Financial Planning Pty Ltd, licence number 229892. The current authorisation started on 29 April 2026.
The register records 1996 as the year Allan first provided financial advice. Qualifications and training on file include Bachelor of Economics (The University of Sydney, 1987), Chartered Accountant (The Institute of Chartered Accountants in Australia, 1990) and Margin Lending and Geared Investments (Kaplan Education Pty Ltd, 2010). Allan is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Allan Brindley here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Allan Brindley a registered financial adviser?
Yes. Allan Brindley is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000231646.
Which licensee does Allan Brindley work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Allan Brindley 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.