Allan Harold Meates
Financial Adviser in Surrey Hills, Victoria, Australia
Review Allan Harold Meates
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 number000240632
- Location
- Surrey Hills VIC 3127
- Licensee
- MKS Wealth Management Pty Ltd (AFSL 322207)
- Authorised since
- 17 April 2008
- First provided advice
- 1988
- Qualifications
- Diploma of Financial Planning, International Association for Financial Planning (Australia) (1990); Certified Financial Planner, Financial Planning Association of Australia (1991); Margin Lending & Geared Investments, Kaplan Higher Education Pty Limited (2011); Commercial Law, Kaplan Higher Education Pty Limited (2025); Tax for Financial Advising, Kaplan Higher Education Pty Limited (2025)
- 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 Harold Meates
Allan Harold Meates is a financial adviser in Surrey Hills, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000240632.
Advice is given under the Australian financial services licence of MKS Wealth Management Pty Ltd, licence number 322207. The current authorisation started on 17 April 2008.
According to the register, Allan first provided financial advice in 1988. The qualifications listed for Allan include Diploma of Financial Planning (International Association for Financial Planning (Australia), 1990), Certified Financial Planner (Financial Planning Association of Australia, 1991) and Margin Lending & Geared Investments (Kaplan Higher Education Pty Limited, 2011). Allan is recorded as a member of Financial Advice Association of Australia (FAAA).
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 Harold Meates here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Allan Harold Meates a registered financial adviser?
Yes. Allan Harold Meates is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000240632.
Which licensee does Allan Harold Meates work under?
MKS Wealth Management Pty Ltd, Australian financial services licence 322207.
What can Allan Harold Meates 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.