SIMON KENDALL ROWSE

Financial Adviser ยท Hermit Park, QLD

Registered

Registration Number

000383072

Registration Status

Registered

Location

Hermit Park, QLD 4812

Providing Advice Since

2000

Registration Date

17/09/2010

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

๐Ÿ“š Qualifications & Training

1993 - Bachelor of Commerce - Bachelor Degree (AQF 7) - James Cook University of North Queensland
1998 - CPA Program - Other - CPA Australia Ltd
2004 - CFP Certification Program - Other - Financial Advice Association Australia (FAAA)
2004 - Certified Financial Planner (CFP) - Professional Designations - Financial Advice Association Australia (FAAA)
2006 - Self Managed Superannuation Funds - Other - Kaplan Professional
2011 - Margin Lending and Geared Investments - Other - Kaplan Professional

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.