Grant Mathew Alleyn
Financial Adviser in Barton, Australian Capital Territory, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002211
- Location
- Barton ACT 2600
- Licensee
- Allegra Wealth Pty Limited (AFSL 420125)
- Authorised since
- 16 July 2012
- First provided advice
- 1992
- Qualifications
- Bachelor of Business (Accounting & Computing), UNE (1992); Certified Practicing Accountant, CPA (1995); Graduate Diploma in Applied Finance & Investment, Securities Institute of Australia (1995); Diploma of Financial Planning, Financial Planning Association (1999); SMSF Specialist Advisor, SMSF Association (2011); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA); SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Grant Mathew Alleyn
On the Financial Advisers Register kept by ASIC, Grant Mathew Alleyn appears as a current financial adviser in Barton, Australian Capital Territory, adviser number 001002211.
Grant provides advice as an authorised representative of Allegra Wealth Pty Limited, which holds Australian financial services licence 420125. The current authorisation started on 16 July 2012.
The register records 1992 as the year Grant first provided financial advice. Qualifications and training on file include Bachelor of Business (Accounting & Computing) (UNE, 1992), Certified Practicing Accountant (CPA, 1995) and Graduate Diploma in Applied Finance & Investment (Securities Institute of Australia, 1995). Grant is recorded as a member of CPA Australia (CPA), Financial Advice Association of Australia (FAAA) 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 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 Grant Mathew Alleyn a registered financial adviser?
Yes. Grant Mathew Alleyn is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002211.
Which licensee does Grant Mathew Alleyn work under?
Allegra Wealth Pty Limited, Australian financial services licence 420125.
What can Grant Mathew Alleyn 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; standard margin lending.