Carla Helene Allen
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000464805
- Location
- Sydney NSW 2000
- Licensee
- E.f.d.b. Pty Limited (AFSL 311720)
- Authorised since
- 3 February 2020
- First provided advice
- 2001
- Qualifications
- Bachelor Economics, Macquarie University (1994); Chartered Accountant of Australia, CAANZ (1996); RG146 Margin Lending, MLC ThreeSixty (2010); Certified Financial Planner (CFP), Financial Planning Association (FPA) (2017); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); 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 Carla Helene Allen
Carla Helene Allen is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 000464805).
Carla provides advice as an authorised representative of E.f.d.b. Pty Limited, which holds Australian financial services licence 311720. That authorisation dates from 3 February 2020.
According to the register, Carla first provided financial advice in 2001. Qualifications and training on file include Bachelor Economics (Macquarie University, 1994), Chartered Accountant of Australia (CAANZ, 1996) and RG146 Margin Lending (MLC ThreeSixty, 2010). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).
Carla 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.
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Questions people ask
Is Carla Helene Allen a registered financial adviser?
Yes. Carla Helene Allen is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000464805.
Which licensee does Carla Helene Allen work under?
E.f.d.b. Pty Limited, Australian financial services licence 311720.
What can Carla Helene Allen 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.