Simon Allanson
Financial Adviser in Unley Park, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000443182
- Location
- Unley Park SA 5061
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 2 June 2023
- First provided advice
- 2006
- Qualifications
- Bachelor of Finance, University of Adelaide (2001); Graduate Diploma of Applied Finance and Investment, Securities Institute (2004); Graduate Diploma of Financial Planning, Securities Institute of Australia (2007); Certified Financial Planner, Financial Planning Association of Australia (2010)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Simon Allanson
On the Financial Advisers Register kept by ASIC, Simon Allanson appears as a current financial adviser in Unley Park, South Australia, adviser number 000443182.
Advice is given under the Australian financial services licence of Alliance Wealth Pty Ltd, licence number 449221. That authorisation dates from 2 June 2023.
According to the register, Simon first provided financial advice in 2006. The qualifications listed for Simon include Bachelor of Finance (University of Adelaide, 2001), Graduate Diploma of Applied Finance and Investment (Securities Institute, 2004) and Graduate Diploma of Financial Planning (Securities Institute of Australia, 2007). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Simon is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, 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 Simon Allanson a registered financial adviser?
Yes. Simon Allanson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000443182.
Which licensee does Simon Allanson work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Simon Allanson give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.