Allen Bloom
Director
Chartered Accountant
Specialised Financial Planner
Allen emigrated to Australia in 1995 and has been working very successfully here
ever since. Qualifying as a Chartered Accountant in 1983, Allen worked as
Business Services Partner of accounting firm BDO Spencer Steward in Cape
Town.
This experience proved invaluable when Gaddie Metz Kahn Investment Services, (which later merged with Centric Wealth), was founded in 1996. His technical expertise, practical experience and outstanding personal skills made Allen the obvious candidate to take the helm.
Centric Wealth’s philosophy revolves around people and the relationship between clients and advisers. It is a philosophy that filters through to every aspect of our business. The way Allen and his team work has reinvented and given real meaning to the somewhat hackneyed maxim "the client comes first". Under his direction, it has become a phrase that really does describe the way the firm works.
Along with his broad based competencies in tax, compliance and estate planning, Allen’s personal integrity, his always expanding expertise and his ability to really listen to his clients, means that he leads by example, maintains personal contact and builds relationships based on hard-earned trust.
Clients are always impressed with the way Allen and his team take ownership and responsibility – providing a level of service based on instinct, intuition and integrity that simply cannot be taught.
Part of Allen’s great success with Centric Wealth is his ability to work openly in a partnership environment, developing open relationships with his clients and other professionals alike.