Allen Bloom
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000260839
- Location
- Melbourne VIC 3004
- Licensee
- Northpoint Investment Services Pty Ltd (AFSL 533297)
- Authorised since
- 4 February 2022
- First provided advice
- 1997
- Qualifications
- Introduction to Financial Planning, FPA (1996); Retirement Planning, and Investment Planning: Fundamentals, FPA (1997); Risk Management & Insurance Planning, FPA (1999); Advanced Investment Planning, FPA (2001); CA SMSF Specialist Accreditation Course, University of New South Wales (2012)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); IMA - Institute of Management Accountants
- 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 Allen Bloom
Allen Bloom is a financial adviser in Melbourne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000260839.
Allen provides advice as an authorised representative of Northpoint Investment Services Pty Ltd, which holds Australian financial services licence 533297. The current authorisation started on 4 February 2022.
The register records 1997 as the year Allen first provided financial advice. Qualifications and training on file include Introduction to Financial Planning (FPA, 1996), Retirement Planning, and Investment Planning: Fundamentals (FPA, 1997) and Risk Management & Insurance Planning (FPA, 1999). Allen is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ) and IMA – Institute of Management Accountants.
Allen 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 Allen Bloom a registered financial adviser?
Yes. Allen Bloom is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000260839.
Which licensee does Allen Bloom work under?
Northpoint Investment Services Pty Ltd, Australian financial services licence 533297.
What can Allen Bloom 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.