JAMES CUNNINGHAM ROWE OLIVER

Financial Adviser Ā· Adelaide, SA

Registered

Registration Number

000255230

Registration Status

Registered

Location

Adelaide, SA 5000

Providing Advice Since

1997

Registration Date

04/03/2013

Financial Services Licensee

OPTIMAL AFSL PTY LTD

Licence #000431258

šŸ“š Qualifications & Training

1985 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Adelaide
1997 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan

šŸ¢ Professional Memberships

Chartered Accountants Australia and New Zealand (CA ANZ)
Financial Advice Association of Australia (FAAA)

ā„¹ļø What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.