Steven George Allen
Financial Adviser in Merewether, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000241844
- Location
- Merewether NSW 2291
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 21 March 2020
- First provided advice
- 1998
- Qualifications
- Bachelor of Commerce, University of Newcastle (1992); Certified Financial Planner, Financial Planning Association of Australia (FPA) (1996); Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (1998)
- Memberships
- 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 Steven George Allen
Steven George Allen is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Merewether, New South Wales (adviser number 000241844).
Steven provides advice as an authorised representative of Capstone Financial Planning Pty Ltd, which holds Australian financial services licence 223135. The current authorisation started on 21 March 2020.
According to the register, Steven first provided financial advice in 1998. Qualifications and training on file include Bachelor of Commerce (University of Newcastle, 1992), Certified Financial Planner (Financial Planning Association of Australia (FPA), 1996) and Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 1998). Professional memberships recorded: 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 Steven George Allen a registered financial adviser?
Yes. Steven George Allen is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000241844.
Which licensee does Steven George Allen work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Steven George Allen 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.