RICHARD MARTIN OWEN
Financial Adviser · Kew East, VIC
📚 Qualifications & Training
1993 - Mathematics with Management - Bachelor Honours Degree (AQF 8) - The University of Liverpool
2003 - Diploma of Financial Planning - - Financial Planning Association of Australia (FPA)
2006 - Certified Financial Planner - Professional Designations - FPA
2020 - FINC20031 Ethical Financial Planning Practice - Bridging Course - Ethics - CQ University
2021 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - KAPLAN
🏢 Professional Memberships
CFP - Certified Financial Planner (FPA)
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.