David Allen
Financial Adviser
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About
David Allen is an ASIC-registered financial adviser based in Brisbane, Queensland, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a solid foundation built on a Bachelor of Business (Banking and Finance) from Queensland University of Technology (2009) and a Graduate Diploma of Financial Planning from Kaplan Professional (2012), David has continued to expand his expertise with specialized training in Self Managed Superannuation Funds and Aged Care. He is also committed to upholding the highest ethical standards, demonstrated by his completion of Ethics and Professionalism in Financial Advice through Kaplan Professional. As a member of the Financial Advice Association of Australia (FAAA), David provides advice across a broad spectrum of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, securities, derivatives, and government debt securities. This enables him to create holistic financial plans that address his clients' unique needs. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Investment guidance • Retirement planning • Aged care financial planning Ready to take control of your financial future? Contact David Allen today for a consultation and discover how personalized financial advice can make a difference.
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Frequently Asked Questions
What types of financial advice does David Allen offer?
David Allen provides comprehensive financial advice covering superannuation, insurance, wealth management, investment strategies, retirement planning, and aged care financial planning. He is authorized to advise on a wide range of financial products, including superannuation, insurance, securities, and derivatives.
What qualifications does David Allen have?
David Allen holds a Bachelor of Business (Banking and Finance), a Graduate Diploma of Financial Planning, and specialized training in Self Managed Superannuation Funds and Aged Care. He is also a member of the Financial Advice Association of Australia (FAAA).
What is the process for becoming a client of David Allen?
The process typically begins with an initial consultation to discuss your financial goals and current situation. David will then develop a personalized financial plan tailored to your needs, which will be reviewed and adjusted as needed. Regular reviews are conducted to ensure your plan remains aligned with your objectives.
What should I expect during my first meeting with David Allen?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. David will explain his approach to financial planning and answer any questions you have about his services and qualifications. It's a chance to get to know each other and determine if you're a good fit.
Does David Allen specialize in Self Managed Superannuation Funds (SMSFs)?
Yes, David Allen has specialized training in Self Managed Superannuation Funds. He can provide advice on establishing, managing, and optimizing your SMSF to help you achieve your retirement goals.
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