Mike Allen

09 551 9071
(021) 258-1773
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
Michael Allen (AFA), Senior Financial 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 35 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: Plan for the future because thats where you are going to spend the rest of your life. In my personal time I enjoy flyfishing cooking and looking after my life style block in the Waitakere Ranges although with two daughters aged 9 and 14 [plus a son of 26] the flyfishing is somewhat of a distant memory.
Michael John Allen