Financial Adviser
· MELBOURNE, VIC
Allan Wise
No disciplinary history on record with ASIC
MELBOURNE,
VIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000360038
Allan Wise is a financial adviser based in Melbourne, Victoria, with 16 years of experience in the financial services industry since 2010. Allan is currently authorised under Cygnet Financial. Allan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Allan's qualifications include a Masters of Financial Planning from University of Sunshine Coast. Allan is a member of 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
Authorised to provide tax financial advice services
Qualifications and Training
2003
Diploma of Financial Advising
Securities Institute of Australia
2010
Graduate Diploma of Financial Planning
University of Sunshine Coast
2011
Masters of Financial Planning
University of Sunshine Coast
2014
Accredited Listed Product Adviser Program
Kaplan Professional Education
2015
Self Managed Superannuation Funds
Kaplan Professional Education
Registration History
MAGNITUDE GROUP PTY LTD
HENDERSON MAXWELL PTY LTD
Source: ASIC Financial Advisers Register