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- Financial Advisers Australia (FAA)
- Travis Leonard Allen
Travis Leonard Allen
- Name
- Travis Leonard Allen
- ID
- 467050
- ABN
- –
- First Provided Advice
- 2014
- Restrictions
- Is only authorised to: provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self-managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; and provide class of product advice on the following: superannuation products and basic deposit products.
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
Licencee
- Status
- Ceased
- Licence Holder
- Capstone Financial Planning Pty Ltd (#223135)
- Commenced
- Oct. 16, 2014
- Ceased
- June 19, 2020