Financial Adviser · MELBOURNE, VIC

Allen David Hart

MELBOURNE, VIC
41 Years experience
Tax advice
authorised
ASIC Registered · ADV 000250838
Currently at
Bundall, QLD (firm address)

About Allen David Hart

Allen David Hart is a financial adviser based in Melbourne, Victoria, with 41 years of experience in the financial services industry since 1985. Allen is currently authorised under Professional Investment Services, operating through Pws Personal Insurances. Allen holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Allen holds a Diploma of Financial Planning (8 units) from FPA Australia.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Government Bonds

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.

Authorised to provide tax financial advice services

Qualifications and Training

2001
Diploma of Financial Planning (8 units)
FPA Australia

Registration History

May 2026 - Present Current
Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.
Sep 2007 - Present Current
Restricted from giving advice in Self Managed Superannuation Funds

Source: ASIC Financial Advisers Register