Financial Adviser · ERINA, NSW

Richard John Allen

ERINA, NSW

1 Years experience

Tax advice
authorised

ASIC Registered · ADV 001310769

Currently at

Titan Financial Planning

Sydney, NSW (firm address)

View firm profile

Richard John Allen is a financial adviser based in Erina, New South Wales, with 1 year of experience in the financial services industry since 2025. Richard is currently authorised under Millennium 3 Financial Services, operating through Titan Financial Planning. Richard holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Richard holds a Graduate Diploma of Financial Planning from Deakin University.

Authorised to Advise On

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

Restrictions: Superannuation-All authorisation does not include SMSF advice

Authorised to provide tax financial advice services

Qualifications and Training

2023

Graduate Diploma of Financial Planning

Deakin University

Registration History

Millennium 3 Financial Services Pty Ltd

Aug 2024 - Present Current

Superannuation-All authorisation does not include SMSF advice

Source: ASIC Financial Advisers Register