NIGEL IVOR OWEN

Financial Adviser Β· Balcatta, WA

Registered

Registration Number

000236520

Registration Status

Registered

Location

Balcatta, WA 6021

Providing Advice Since

2003

Registration Date

21/09/2011

Financial Services Licensee

NEO FINANCIAL SOLUTIONS PTY LTD

Licence #000385845

πŸ“š Qualifications & Training

1985 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Cape Town
1989 - Honors in Accounting Science - Bachelor Honours Degree (AQF 8) - University of South Africa
2002 - Chartered Accountant - Professional Designations - Institute of Chartered Accountants Australia and New-Zealand
2005 - Diploma of Financial Planning - Diploma (AQF 5) - Securities Institute
2010 - Self Managed Super Funds - - Kaplan
2011 - Certified Financial Planner - Professional Designations - Financial Planning Association (FPA/FAAA)
2011 - Margin Lending & Geared Investments - - Pinnacle

🏒 Professional Memberships

Financial Advice Association of Australia (FAAA)

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.