ROWENA JANE MCGRATH
Financial Adviser · Indooroopilly, QLD
📚 Qualifications & Training
2002 - Bachelor of Commerce - - The University of Queensland
2002 - Diploma of Financial Planning - - FPA
2002 - Professional Assessment in Super, Life Risk, Managed Investments & Securities for Financial Planning - - NIBA
2015 - Accredited Listed Product Adviser Program - - Kaplan
2018 - Financial Planning Fundamentals - - Kaplan
🏢 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.