Allan Dunn
Financial Adviser in Fairy Meadow, New South Wales, Australia
Review Allan Dunn
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 number000309407
- Location
- Fairy Meadow NSW 2519
- Licensee
- Innovus Licensee Services Pty Ltd (AFSL 526954)
- Authorised since
- 8 April 2021
- First provided advice
- 2015
- Qualifications
- Diploma of Financial Planning, FPA/Deakin University (2002); Advanced Diploma of Financial Planning, Monarch Institute (2015); Graduate Diploma of Financial Planning, TAFE NSW (2021)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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 Dunn
Allan Dunn is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Fairy Meadow, New South Wales (adviser number 000309407).
Advice is given under the Australian financial services licence of Innovus Licensee Services Pty Ltd, licence number 526954. That authorisation dates from 8 April 2021.
According to the register, Allan first provided financial advice in 2015. Qualifications and training on file include Diploma of Financial Planning (FPA/Deakin University, 2002), Advanced Diploma of Financial Planning (Monarch Institute, 2015) and Graduate Diploma of Financial Planning (TAFE NSW, 2021). Allan is recorded as a member of Financial Advice Association of Australia (FAAA).
Allan is authorised to advise 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 Dunn here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Allan Dunn a registered financial adviser?
Yes. Allan Dunn is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000309407.
Which licensee does Allan Dunn work under?
Innovus Licensee Services Pty Ltd, Australian financial services licence 526954.
What can Allan Dunn 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.