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Allen Ozdil

Pitcher Partners Investment Services Pty Ltd

Gold
7 Yrs Experience
Docklands, VIC 3008

Allen began his career in 2014 at a boutique firm focussing on life risk and strategic financial advice. In 2018, he followed his interest in financial markets and economics by joining Pitcher Partners Investment Services. Responsible for constructing and managing multi-asset investment portfolios and identifying strategic financial planning opportunities for private clients and family groups.

Allen received the Gwen Fletcher Memorial Award for his academic achievements and is a Certified Financial Planner® (CFP). Allen is a member of the Financial Advice Association of Australia (FAAA) and is Certified by the Responsible Investment Association of Australasia and a Responsible Investment Adviser.

Expertise

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

At a glance

  • Adviser status Gold
  • First year providing advice 2017
  • Years of experience 7
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Pitcher Partners Investment Services Pty Ltd

Level 13, 664 Collins St
Docklands, VIC 3008
Waterman Caribbean Park, 44 Lakeview Dr
Scoresby, VIC 3179

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Pitcher Partners Investment Services Pty Ltd

AFSL 229887