Data sourced from ASIC Financial Advisers Register
Financial Adviser · MELBOURNE, VIC

Allen David Hart

MELBOURNE, VIC
41 Years experience
Tax advice
authorised
ASIC Registered · ADV 000250838
Practice
PWS Personal Insurances
Melbourne, VIC (practice address on ASIC register)
Licensed through Professional Investment Services
View practice

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 works at PWS Personal Insurances, which is licensed through Professional Investment Services. 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

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

Source: ASIC Financial Advisers Register