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  3. Connie Rose Allie

Connie Rose Allie

Name
Connie Rose Allie
ID
413529
ABN
–
First Provided Advice
2011

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • Advanced Diploma of Financial Planning - Kaplan Professional
  • Associate Diploma of Business - Barton Institute of Tafe
  • Diploma of Financial Services (Financial Planning) - Kaplan Professional
  • MAI769 Ethics for Financial Services - Deakin University

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • Accredited Aged Care Professional

Licencee

Status
Ceased
Licence Holder
Charter Financial Planning Limited (#234665)
Commenced
May 8, 2020
Ceased
June 30, 2021
Status
Ceased
Licence Holder
Hillross Financial Services Limited (#232705)
Commenced
Feb. 9, 2017
Ceased
May 8, 2020
Status
Current
Licence Holder
Hillross Financial Services Limited (#232705)
Commenced
April 3, 2023

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Amp Financial Planning Pty Limited (#232706)
Commenced
Dec. 20, 2010
Ceased
Nov. 6, 2011
Status
Ceased
Licence Holder
Financial Wisdom Limited (#231138)
Commenced
Nov. 1, 2013
Ceased
May 6, 2016
Status
Ceased
Licence Holder
Hillross Financial Services Limited (#232705)
Commenced
Nov. 7, 2011
Ceased
Jan. 11, 2013
Status
Ceased
Licence Holder
Integrity Financial Planners Pty. Ltd. (#225051)
Commenced
July 22, 2016
Ceased
Dec. 31, 2016
Status
Ceased
Licence Holder
Millennium 3 Financial Services Pty Ltd (#244252)
Commenced
July 19, 2013
Ceased
Aug. 23, 2013