LEANNE ROWLEY
Financial Adviser · Perth, WA
📚 Qualifications & Training
2003 - 8 Unit Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia (FPA)
2006 - Certificate IV in Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Archer College
2010 - 5 Unit CFP Certification Program - Professional Designations - Financial Planning Association of Australia (FPA)
2010 - Margin Lending and Geared Investments - Other - Kaplan Professional
2017 - SuperConcepts & ICFS Specialist SMSF Course - Other - University of Adelaide
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Tax Practitioner's Board of Australia
ℹ️ 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.