Data sourced from ASIC Financial Advisers Register
Financial Adviser · MEREWETHER, NSW

Steven George Allen

MEREWETHER, NSW
28 Years experience
Tax advice
authorised
ASIC Registered · ADV 000241844
Practice
Allen Private Wealth Advice
Merewether, NSW (practice address on ASIC register)
Licensed through Capstone Financial Planning
View practice

About Steven George Allen

Steven George Allen is a financial adviser based in Merewether, New South Wales, with 28 years of experience in the financial services industry since 1998. Steven works at Allen Private Wealth Advice, which is licensed through Capstone Financial Planning. Steven holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Steven's qualifications include a Certified Financial Planner from Financial Planning Association of Australia (FPA). Steven is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

1992
Bachelor of Commerce
University of Newcastle
1996
Certified Financial Planner
Financial Planning Association of Australia (FPA)
1998
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)

Registration History

Capstone Financial Planning Pty Ltd
Mar 2020 - Present Current
Financial Wisdom Limited
May 2011 - Mar 2020 Ceased
Not authorised to provide personal advice on Securities & Standard Margin Lending

Source: ASIC Financial Advisers Register