Jayden Trent Allison
Financial Adviser in Sale, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001248796
- Location
- Sale VIC 3850
- Licensee
- Phillipsons Financial Planning Pty Ltd (AFSL 332836)
- Authorised since
- 20 December 2018
- First provided advice
- 2016
- Qualifications
- Diploma of Financial Planning, Kaplan Professional (2016); Bachelor of Commerce, Federation University (2018); Certified Financial Planner (CFP), Financial Planning Association (FPA) (2022); Master of Financial Planning, Deakin University (2022)
- Memberships
- CFP - Certified Financial Planner (FPA); 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 Jayden Trent Allison
Jayden Trent Allison is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sale, Victoria (adviser number 001248796).
The licensee Jayden advises under is Phillipsons Financial Planning Pty Ltd (AFS licence 332836). The current authorisation started on 20 December 2018.
According to the register, Jayden first provided financial advice in 2016. Qualifications and training on file include Diploma of Financial Planning (Kaplan Professional, 2016), Bachelor of Commerce (Federation University, 2018) and Certified Financial Planner (CFP) (Financial Planning Association (FPA), 2022). Professional memberships recorded: CFP – Certified Financial Planner (FPA) and Financial Advice Association of Australia (FAAA).
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 Jayden Trent Allison a registered financial adviser?
Yes. Jayden Trent Allison is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001248796.
Which licensee does Jayden Trent Allison work under?
Phillipsons Financial Planning Pty Ltd, Australian financial services licence 332836.
What can Jayden Trent Allison 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.