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About Allied Investment Group

About Allied Investment Group – we specialise in building wealth through property so our client’s can have more choices, freedom and security, now and in retirement.

About our Co-Founders

Robert Stevens

Robert StevensAt 43 years of age, I’ve been actively working in finance and property for over 20 years, helping people to achieve their lifestyle goals for the last 12 years. The most satisfying part of my job over this time has been seeing my clients enjoy the benefits of successful investments and the choices, freedom and security this has brought them.

I qualified as a Certified Practising Accountant (CPA), hold a Diploma of Financial Planning and am a licensed Mortgage Broker, which means I can show you how to effectively organise and plan for your financial future.

I’ve helped hundreds of clients navigate the sometimes complex world of investment by adopting a simple approach – always starting with the end goal in mind.

Starting as an Accountant in Adelaide, I moved into financial services, working for investment banks Morgan Stanley and Deutsche Bank along the way. Now my focus is on how taking control of your finances can be used to plan for a comfortable retirement.

Personally, I’m an active investor with investments nationally. My wife really likes the security that comes with taking control of our investments.
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Michael Bowling

Michael BowlingI’ve been working in property and finance companies since 1993 and with almost 25 years in the industry, I’ve gained valuable practical knowledge and insight into the economic and property cycles.

My skills and experience cover: investment structuring, residential and commercial finance, property development, property investment, management and property research.

Over the last 25 years, I’ve worked and consulted on a broad range of projects, from residential investment to marina, golf course and large scale aged care projects.

I started small. My first property development project involved the purchase of a block of land and the construction of a single dwelling in South Australia in 1993.

After university, I moved to London, working for companies such as Threadneedle Investments (the fund management arm of Zurich Financial Services) and Lloyds Bank.

I also gained my Master of Science in Real Estate Investment, a qualification that added a degree of rigour to my investing and planning skill-set.

After returning from the UK, I established a residential mortgage broking business, establishing offices in Adelaide, Darwin and Brisbane and servicing clients from all around Australia.

In recent years my focus has been in helping everyday Australians with property investment.

In my spare time, I like to keep fit and enjoy travelling and surfing.
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Allied Investment Group was established to make building wealth through property, quick, easy and profitable. We offer an end-to-end service that includes:

  • An initial suitability assessment
  • Creation of a customised plan
  • Setup & Implementation
  • Ongoing support for your strategy

To find out more about how we can help, contact us for a free, no-obligation consultation.

Our licences, memberships, certifications and qualifications include:

Memberships

  • Full Member of Mortgage Finance Association of Australia (MFAA)(Member No. 152956)*
  • Member of Credit & Investments Ombudsman (Member No. 407379)*
  • Member of AFG since 2005, AFG is the largest mortgage broking group in Australia*

Certifications

  • Certified MFAA Credit Adviser#
  • Uniform Consumer Credit Code, Compliance Essentials and Privacy Act courses (MFAA)#

Insurances

  • Professional Indemnity Insurance against any claims up to $40,000,000*

Licences

  • Licensed Mortgage Broker*
  • Australian Credit Licence (No. 390299)*
  • Licensed Real Estate Agent#

Qualifications#

  • Master of Science in Real Estate Investment
  • Certified Practising Accountant (CPA)
  • Bachelor of Economics
  • Bachelor of Accounting
  • Bachelor of Management (Marketing and Commercial Law)
  • Associate Diploma of Business (Credit Management)
  • Company Directors Diploma
  • Diploma of Finance & Mortgage Broking Management
  • Diploma of Financial Planning
*Allied Capital Pty Ltd. Australian Credit Licence No. 390299 #Held personally by Director and/or Group Executive member

Robert was patient and spent time explaining everything. We felt we could trust him to do a good job. Now some 12 months on, I can say we are very happy with our new investment property, and very thankful we decided to go ahead.

Robert was patient and spent time explaining everything. We felt we could trust him to do a good job. Now some 12 months on, I can say we are very happy with our new investment property, and very thankful we decided to go ahead.

Allison & Chris - Blacktown, NSW

When I first spoke with Allied Investment, my wife and I had been thinking about property investing for a while. We did need someone to help us with advice and guidance in this area. We can highly recommend Robert & Michael from Allied Investment Group if you are looking at buying an investment property.

When I first spoke with Allied Investment, my wife and I had been thinking about property investing for a while. We did need someone to help us with advice and guidance in this area. We can highly recommend Robert & Michael from Allied Investment Group if you are looking at buying an investment property.

Chris & Sam - Holsworthy, NSW
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