Allan Wise
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000360038
- Location
- Melbourne VIC 3000
- Licensee
- Cygnet Financial Pty Ltd (AFSL 514528)
- Authorised since
- 25 May 2019
- First provided advice
- 2010
- Qualifications
- Diploma of Financial Advising, Securities Institute of Australia (2003); Graduate Diploma of Financial Planning, University of Sunshine Coast (2010); Masters of Financial Planning, University of Sunshine Coast (2011); Accredited Listed Product Adviser Program, Kaplan Professional Education (2014); Self Managed Superannuation Funds, Kaplan Professional Education (2015)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Allan Wise
Allan Wise is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 000360038).
Advice is given under the Australian financial services licence of Cygnet Financial Pty Ltd, licence number 514528. The current authorisation started on 25 May 2019.
The register records 2010 as the year Allan first provided financial advice. Qualifications and training on file include Diploma of Financial Advising (Securities Institute of Australia, 2003), Graduate Diploma of Financial Planning (University of Sunshine Coast, 2010) and Masters of Financial Planning (University of Sunshine Coast, 2011). Professional memberships recorded: 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 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Allan Wise a registered financial adviser?
Yes. Allan Wise is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000360038.
Which licensee does Allan Wise work under?
Cygnet Financial Pty Ltd, Australian financial services licence 514528.
What can Allan Wise 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.