Chris Allan Email & Phone Number
Owner @ Allan Advisory Group
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Chris Allan Location
- Melbourne, VIC, AU
Chris Allan Work
- 2010 -now Chairman @ Inclusion Melbourne
- 2008 -now Owner @
- 2008 -now Managing Director, Principal Adviser @
- 2008 -2012 Managing Director @ Financial Services Partners
- 2008 -2012 Financial Planner @ Financial Services Partners
- 2005 -2008 State Practice Manager, ANZ Business Bank Financial Planning, Victoria and Tasmania. @
- 2000 -2005 Senior Financial Planner @
- 1998 -2000 Manager Investment and Lending @
Chris Allan Education
- Leadership Victoria
Experience Bank
2010-2011 - RMIT
Master of Financial Planning (Financial Planning and Advice)
2005-2007 - Securities Institute of Australia
Certificate of Financial Markets (Financial Markets)
2001-2003
Chris Allan Skills
- Risk
- Credit
- Insurance
- Funding
- Investments
- shares
- Investment Strategies
- Real Estate Investment
- Compliance
- Wealth Management
- Superannuation
- Investment Advisory
- Equities
- Financial Advice
- Retirement Planning
- Wealth
- Income Protection
- Portfolio Management
- Financial Advisory
- High Net Worth Individuals
- Private Wealth Management
- Wealth Accumulation
- Financial Planners
- Finance
- Financial Risk
- Estate Planning
- Retirement
- Small Business
- Pensions
- Life Insurance
- Personal Finance
- SMSF
- Financial Services
- Critical Illness
- Financial Planning
Chris Allan Summary
- Chris Allan, based in Melbourne, VIC, AU, is currently a Owner at Allan Advisory Group. Chris Allan brings experience from previous roles at Inclusion Melbourne, Allan Advisory Group and Financial Services Partners. Chris Allan holds a 2010 - 2011 Experience Bank @ Leadership Victoria. With a robust skill set that includes Risk, Credit, Insurance, Funding, Investments and more. Chris Allan has 2 emails and 1 mobile phone numbers on RocketReach.
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