David Allen

Financial Adviser

ASIC adviser number:

001000275

Qualifications and training:

2009, Bachelor of Business (Banking and Finance), Bachelor Degree (AQF 7), Queensland University of Technology
2012, Graduate Diploma of Financial Planning, Graduate Diploma (AQF 8), Kaplan Professional
2017, Self Managed Superannuation Funds, Other, Kaplan
2020, Ethics and Professionalism in Financial Advice, Bridging Course, Ethics, Kaplan Professional
2022, Accredited Aged Care Professional, Professional Designations, Aged Care Steps

When adviser first provided advice:

2007

Membership of professional associations:

Financial Advice Association of Australia (FAAA)

Disciplinary action by ASIC:

None

Location:

Level 20 10 Eagle St
Brisbane QLD 4000

AFS licence holder name:

Morgans Financial Limited

AFS licence number:

000235410

It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».