Christopher Bruce Allan
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000329002
- Location
- Melbourne VIC 3000
- Licensee
- Aag Financial Planning Pty Ltd (AFSL 530475)
- Authorised since
- 27 July 2021
- First provided advice
- 1998
- Qualifications
- Diploma of Financial Advising, Securities Institute of Australia (2003); Financial Plan Construction & Review, TRIBECA (2007); Master of Financial Planning, Royal Melbourne Institute of Technology (RMIT) (2007); Margin Lending and Geared Investments, Kaplan (2011); Accredited Listed Product Adviser, Kaplan (2014)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Services Institute of Australiasia (FINSIA); SMSF Association
- 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 Christopher Bruce Allan
Christopher Bruce Allan is a financial adviser in Melbourne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000329002.
Christopher provides advice as an authorised representative of Aag Financial Planning Pty Ltd, which holds Australian financial services licence 530475. That authorisation dates from 27 July 2021.
The register records 1998 as the year Christopher first provided financial advice. The qualifications listed for Christopher include Diploma of Financial Advising (Securities Institute of Australia, 2003), Financial Plan Construction & Review (TRIBECA, 2007) and Master of Financial Planning (Royal Melbourne Institute of Technology (RMIT), 2007). Professional memberships recorded: Financial Advice Association of Australia (FAAA), Financial Services Institute of Australiasia (FINSIA) and SMSF Association.
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.
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Questions people ask
Is Christopher Bruce Allan a registered financial adviser?
Yes. Christopher Bruce Allan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000329002.
Which licensee does Christopher Bruce Allan work under?
Aag Financial Planning Pty Ltd, Australian financial services licence 530475.
What can Christopher Bruce Allan 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.