Financial Adviser · MELBOURNE, VIC

Allen Bloom

MELBOURNE, VIC

29 Years experience

Tax advice
authorised

ASIC Registered · ADV 000260839

Currently at

The Trustee For Nwa Trust

Essendon, VIC (firm address)

View firm profile

Allen Bloom is a financial adviser based in Melbourne, Victoria, with 29 years of experience in the financial services industry since 1997. Allen is currently authorised under Northpoint Investment Services, operating through The Trustee For Nwa Trust. Allen holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Allen's qualifications include a Introduction to Financial Planning from FPA. Allen is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and IMA - Institute of Management Accountants.

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

1996

Introduction to Financial Planning

FPA

1997

Retirement Planning, and Investment Planning: Fundamentals

FPA

1999

Risk Management & Insurance Planning

FPA

2001

Advanced Investment Planning

FPA

2012

CA SMSF Specialist Accreditation Course

University of New South Wales

Registration History

Northpoint Investment Services Pty Ltd

Feb 2022 - Present Current

Millennium 3 Financial Services Pty Ltd

Feb 2017 - Feb 2022 Ceased

Government Debentures, Stocks or Bonds: class of product only.

LONSDALE FINANCIAL GROUP PTY LTD

Feb 2012 - Jan 2017 Ceased

Source: ASIC Financial Advisers Register