Financial Adviser
· SYDNEY, NSW
Carla Helene Allen
No disciplinary history on record with ASIC
SYDNEY,
NSW
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000464805
Carla Helene Allen is a financial adviser based in Sydney, New South Wales, with 25 years of experience in the financial services industry since 2001. Carla is currently authorised under E.f.d.b. Carla holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Carla's qualifications include a Certified Financial Planner (CFP) from Financial Planning Association (FPA). Carla is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1994
Bachelor Economics
Macquarie University
1996
Chartered Accountant of Australia
CAANZ
2010
RG146 Margin Lending
MLC ThreeSixty
2017
Certified Financial Planner (CFP)
Financial Planning Association (FPA)
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional