Allen Dickman

County Financial Planning Pty Limited

Silver
26 Yrs Experience
Penrith, NSW 2750

Recent reviews

County Financial Planning Pty Limited

Level 3, 9 Tindale Street
Penrith, NSW 2750

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 1996
  • Years of experience 26
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

Fiducian Financial Services Pty Ltd

AFSL 231103

5.00
1 Review
5
4
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2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"Allen started doing my Taxation returns many years ago. After I retired in 1999 Allen advised & handled all the paper work for my Super monies. Allen is always available to help out with advise & last year even came to my house to change over a Policy for me. Allen is also a very good Tennis Player."

  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

My clients have reviewed me based on the following areas of advice

  • Self Managed SuperFunds
  • Tax Strategies

Qualifications & Training

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2001

ASIC RG146 (Margin Lending)

Level
0 - Training / Exam / Other
Institution
ThreeSixty
Completed
2011

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2002

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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