PIERRE SOWERBY
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2008 - Bachelor of Commerce (Management Science) - Bachelor Degree (AQF 7) - University of Stellenbosch
2009 - Bachelor of Philosophy (Maritime Studies) - Bachelor Degree (AQF 7) - University of Stellenbosch
2016 - Diploma of Financial Planning - Diploma (AQF 5) - Integrity Education Group
2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute
2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
2023 - FPC001B Economic and Legal Context for Financial Planning - Other - Kaplan Higher Education Pty Limited
2023 - FPC006 Tax and Commercial Law for Financial Planning - Other - Kaplan Higher Education Pty Limited
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.