Allen Green

Mortgage Broker

He provides tailored advice in wealth creation, wealth protection, superannuation, estate planning. Clients enjoyed having Allen as their advisor because he provided an open and honest advice, and demonstrate empathy. 

Switching from an experienced Financial Planner role to a Mortgage Broking role allows Allen to use the skills he gained as an advisor to seek out the best loan for your situation or financial plan. 

What drives Allen is seeing that he can improve client’s situations by finding a better loan or lower repayments or help them get across that line for their home of their choice.

Experience 

  • Mortgage Broker at KDM Financial and Estate Planning, 2021 – Current 
  • Financial Advisor & Director at Quoin Financial Planning & Quoin Mortgages, 2014 – 2021 
  • Senior Financial Planner at Henderson Matusch, 2007 – 2014 
  • Senior Financial Advisor at Tweed Financial Planning, 2002 – 2007 
  • Financial Advisor at Financial Technology Securities, 1995 – 2002 

Qualifications 

  • Diploma of Financial Planning at Kaplan Professional 
  • Certificate V in Financial Services (Finance/Mortgage Broking) at AAMC Training Group 

Memberships 

  • Licensed Mortgage Broker through Australian Finance Group (AFG) 
  • Justice of Peace (Qualified) through Queensland Government 
  • Member of Mortgage & Finance Association of Australia (MFAA) 
  • Financial Planner AFP Member of Financial Planning Association (FPA)