Christopher Bruce Allan
THE TRUSTEE FOR C.B. AND W.S. ALLAN FAMILY TRUST · Melbourne VIC 3000 · Advising since 1998
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
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Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000329002
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- AAG FINANCIAL PLANNING PTY LTD · AFSL 530475Through authorised representative THE TRUSTEE FOR C.B. AND W.S. ALLAN FAMILY TRUST (no. 000402862)Since 27 July 2021
- Principal business address
- Melbourne VIC 3000
- First year providing advice
- 1998
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Services Institute of Australiasia (FINSIA); SMSF Association
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTJul 2021 – presentAAG FINANCIAL PLANNING PTY LTD · AFSL 530475Through authorised representative THE TRUSTEE FOR C.B. AND W.S. ALLAN FAMILY TRUST (no. 000402862)
- CEASEDAug 2008 – Jul 2021FINANCIAL SERVICES PARTNERS PTY LIMITED · AFSL 237590
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Accredited Listed Product Adviser
Kaplan · 2014
Margin Lending and Geared Investments
Kaplan · 2011
Financial Plan Construction & Review
TRIBECA · 2007
Master of Financial Planning
Royal Melbourne Institute of Technology (RMIT) · 2007
Diploma of Financial Advising
Securities Institute of Australia · 2003
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Christopher Bruce Allan claims the profile.
Reviews
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Contacting Christopher Bruce Allan
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
THE TRUSTEE FOR C.B. AND W.S. ALLAN FAMILY TRUST
Authorised by AAG FINANCIAL PLANNING PTY LTD · AFSL 530475
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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