Allan Meates
Financial Adviser
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About
Allan Meates is an ASIC-registered financial adviser dedicated to helping individuals and families in Surrey Hills, VIC, and throughout Australia achieve their financial goals. With a career spanning over three decades, Allan brings a wealth of experience and a commitment to providing tailored financial advice. Allan's qualifications include a Diploma of Financial Planning from the International Association for Financial Planning (Australia) obtained in 1990, and he earned the Certified Financial Planner designation from the Financial Planning Association of Australia in 1991. He has also completed specialized training in Margin Lending & Geared Investments and has furthered his expertise with studies in Commercial Law and Tax for Financial Advising. As a member of the Financial Advice Association of Australia (FAAA), Allan adheres to the highest ethical and professional standards. He is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Allan provides comprehensive financial advice in the following key areas: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions Ready to take control of your financial future? Contact Allan Meates today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Allan Meates provide?
Allan Meates provides advice on a wide range of financial products and services, including superannuation, retirement planning, wealth management, and various types of insurance. He can also advise on investment products such as securities and government debt securities.
What qualifications does Allan Meates hold?
Allan Meates holds a Diploma of Financial Planning from the International Association for Financial Planning (Australia) and is a Certified Financial Planner with the Financial Planning Association of Australia. He also has specialized training in Margin Lending & Geared Investments and has studied Commercial Law and Tax for Financial Advising.
How does Allan Meates approach financial planning?
Allan Meates takes a personalized approach to financial planning, tailoring his advice to each client's unique circumstances and goals. He focuses on building long-term relationships based on trust and transparency.
What can I expect during my first consultation with Allan Meates?
During your initial consultation, Allan will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then develop a customized financial plan designed to help you achieve your objectives.
Is Allan Meates a fiduciary?
As an ASIC-registered financial advisor, Allan Meates is committed to acting in your best interests when providing financial advice.
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