Steven Allen
Financial Adviser
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About
Steven Allen is an ASIC-registered financial adviser dedicated to helping individuals and families in Merewether, NSW, achieve their financial goals. With a Bachelor of Commerce from the University of Newcastle (1992), a Certified Financial Planner designation from the FPA (1996), and a Diploma of Financial Planning from the FPA (1998), Steven brings a wealth of knowledge and experience to his clients. He is also a proud member of the Financial Advice Association of Australia (FAAA). Steven is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can assist you with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning guidance • Investment advice Steven is passionate about providing tailored financial advice to help you achieve financial security and peace of mind. Contact Steven today to schedule a consultation and take control of your financial future.
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Frequently Asked Questions
What services does Steven Allen offer?
Steven Allen provides a comprehensive range of financial services including superannuation advice, insurance solutions, wealth management strategies, and retirement planning guidance. He can also advise on investments, including Investment Life Insurance, Life Risk Insurance and Securities.
What qualifications does Steven Allen have?
Steven Allen holds a Bachelor of Commerce from the University of Newcastle, a Certified Financial Planner designation and a Diploma of Financial Planning from the Financial Planning Association of Australia (FPA). He is also a member of the Financial Advice Association of Australia (FAAA).
What can I expect during my first meeting with Steven Allen?
During your initial consultation with Steven Allen, you can expect a thorough discussion of your financial goals, current situation, and risk tolerance. Steven will then develop a personalized financial plan tailored to your specific needs.
How does Steven Allen stay up-to-date with the latest financial regulations?
Steven Allen is committed to ongoing professional development and regularly attends industry conferences, seminars, and training programs to stay informed about the latest changes in financial regulations and best practices.
Can Steven Allen help me with my retirement planning?
Yes, Steven Allen specialises in retirement planning and can help you develop a strategy to ensure a comfortable and secure retirement. He can provide advice on superannuation, investments, and other retirement income sources.
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