Chris Allan

Allan Advisory Group Pty Ltd

Platinum
24 Yrs Experience
Melbourne, VIC 3000

Recent reviews

Allan Advisory Group Pty Ltd

Level 4, 224 Queen Street
Melbourne, VIC 3000

At a glance

  • Adviser status Platinum
  • Rating 4.85
  • Number of reviews 19
  • First year providing advice 1998
  • Years of experience 24
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

Aag Financial Planning Pty Ltd

AFSL 530475

4.85
19 Reviews
5
4
3
2
1
4.85
Clear communication
4.65
Knowledge & expertise
5.00
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 19

Sort by

5.00

"We decided to move from our previous advisor who we found was tied to one product. Chris assisted us with transferring our super into investments which more closely matched our risk profile. His attention to detail and commitment to explaining things so we could understand and be comfortable are second to none . Safe to say we have already seen ample savings in fees from our super. We look forward to working with Chris moving into the future."

  • Superannuation
  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Being a brand new client, Chris has given the confidence in financial advice I was truly lacking . I was very reluctant to speak to anyone about my financial future particularly my Superannuation situation. Chris’s wealth of knowledge and experience over many financial areas, gives me a peace of mind moving towards my future financial retirement. Chris explains clearly, logically and is helping me work at setting myself goals which I now believe I can realistically achieve . I would definitely recommend Chris to family and friends. He truly is my “Money Doctor “!$$$!"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Chris has been more than helpful. 10 gold stars. I have recently changed over to Chris. I was concerned that I was not doing as well as I could with my previous financial arrangements. Chris has been able to realign and diversify my portfolio and importantly saved me money. He is closer for me to travel to. I can contact him at anytime. He sits well with my values and ethics which is very important. I now feel far more confident with my new plan. I know where I am going and I feel I understand my financial future which makes me feel more financially secure. I have no hesitation in referring him to my family and friends."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Chris has given me some great, independent financial advice on property, mortgages, managed funds, tax returns, and the overall investment market. His knowledge, experience, and clear advice has helped me make some highly significant financial decisions which I have benefited from and will continue to benefit from in the future. He has always made himself available when I needed his advice."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Socially Responsible
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Chris has provided me with expert advice and support to set up an investment portfolio and ongoing financial plan in order for me to achieve my financial and lifestyle goals. I am very impressed with the level of service, the professionalism and the governance that is in place to provide me with confidence in how my money has been invested,"

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Chris listens and provides sound advice. He has a sense of humour and understands that not everyone wants the same things."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"'Chris has given me advice in areas including loan products, self managed super funds and managing debt. Chris is always able to explain things to me in a clear and concise way and through his knowledge and experience, I feel absolutely confident that the advice given has always been right for my needs. I received Chris's full care and attention when I needed it.'"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Chris has done an excellent job managing my Super. Very happy with my fund choice, performance and Chris’s prompt and quality service"

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Chris has been our Family advisor since He commenced with Financial Service Partners. His knowledge covers all aspects of investment and superannuation, highly recommended."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Chris was selected from several other financial planners recommended and interviewed by me after my divorce. It was his obvious passion for working with people combined with his financial background that has proven to be a great choice. He is always well prepared for meetings, very approachable and his timely investment skill have been to my benefit. I feel that no question is too simple and he is regularly supporting his financial education of me with diagrams on his notepad to help me better understand his advice and knowledge. I have no hesitation to recommended Chris as a trustworthy financial planner, particularly for single women."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 19

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Advice

Level
5 - Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2003

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Master of Financial Planning

Level
9 - Masters Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
2007

Diploma of Financial Planning (DFP 8) (Financial Plan Construction and Review)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2007

ASX Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2014

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member

Financial Services Institute of Australasia (FINSIA)

Membership type
Associate

SMSF Association (SMSF)

Membership type
Associate
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