Michael David Allanson
Financial Adviser in Hillarys, Western Australia, Australia
Review Michael David Allanson
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000263096
- Location
- Hillarys WA 6025
- Licensee
- WP Wealth Professionals Pty Ltd (AFSL 537458)
- Authorised since
- 1 June 2022
- First provided advice
- 2004
- Qualifications
- Diploma of Financial Services (Financial Planning), FSTA (2006); Margin Lending & Geared Investments Adviser Accreditation, Kaplan (2010); Fellow Charted Financial Practitioner (FChFP), RG146 Training Australia (2013); SuperConcepts & ICFS Specialist SMSF course, The University of Adelaide (2018); Graduate Diploma of Financial Planning, Kaplan (2021)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Michael David Allanson
Michael David Allanson is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Hillarys, Western Australia (adviser number 000263096).
The licensee Michael advises under is WP Wealth Professionals Pty Ltd (AFS licence 537458). That authorisation dates from 1 June 2022.
According to the register, Michael first provided financial advice in 2004. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (FSTA, 2006), Margin Lending & Geared Investments Adviser Accreditation (Kaplan, 2010) and Fellow Charted Financial Practitioner (FChFP) (RG146 Training Australia, 2013). Michael is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and retirement savings accounts, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Michael David Allanson here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Michael David Allanson a registered financial adviser?
Yes. Michael David Allanson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000263096.
Which licensee does Michael David Allanson work under?
WP Wealth Professionals Pty Ltd, Australian financial services licence 537458.
What can Michael David Allanson give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending.