SIMON KENDALL ROWSE
Financial Adviser ยท Hermit Park, QLD
๐ 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
๐ข Professional Memberships
Financial Advice Association of Australia (FAAA)
โน๏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.