Mike Allen

Name (Last, First)
ALLEN, MICHAEL
Company
Phone
09 551 9071
Mobile
(021) 258-1773
Address
Level 4 1 Nugent Street
Grafton
Auckland
Website
Areas of Advice
Budgeting, Cash Management, Debt Management, Estate Planning, Financial Planning, Health Insurance, Insurance Personal Risk, Investment, KiwiSaver / Retirement, Managed Funds, Mortgages
Professional Designations
Trusted Adviser, Financial Advice NZ
Profile
Michael Allen, Senior Financial and Estate Planner, born in London and spent my early years on the west coast of Canada before moving back to London. After a stint in the British Army I turned my attention to finance starting at Merrill Lynch some 45 years ago. After having completed stints in trading, sales and investment banking completed my tenure at Merrill as the Managing Director of the European division. I was registered on the New York Stock Exchange, the Municipal Securities Rule Making Board, Forex markets and The London Financial Futures exchange. I was also seconded to the African Development Bank Treasury Division to oversee their fixed income investments. After several similar roles I emigrated to New Zealand, eventually taking up a role at Public Trust where my emphasis was on a holistic approach to estate planning legal and investment advice. Throughout my career my passion has always centred on providing advice with integrity and professionalism and alongside that aspect, having the ability to explain financial wizardry in a easy to understand manner. Joining SurePlan was the perfect fit where specific investing experience is married with highly personalised plans and the ongoing support that is the hallmark of a great adviser-client relationship. My favourite quote is: Always deliver more than expected.. In my personal life I enjoy flyf-ishing cooking and looking after my life style block in the Waitakere Ranges although with two daughters aged 15 and 20 [plus a son of 33] the fly-fishing is somewhat of a distant memory.
Michael John Allen