James Cunningham Rowe Oliver
Financial Adviser in Adelaide, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000255230
- Location
- Adelaide SA 5000
- Licensee
- Optimal AFSL Pty Ltd (AFSL 431258)
- Authorised since
- 4 March 2013
- First provided advice
- 1997
- Qualifications
- Bachelor of Economics, University of Adelaide (1985); Diploma of Financial Planning, Deakin University (1997); Ethics and Professionalism in Financial Advice, Kaplan (2020)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About James Cunningham Rowe Oliver
James Cunningham Rowe Oliver is a financial adviser in Adelaide, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000255230.
The licensee James advises under is Optimal AFSL Pty Ltd (AFS licence 431258). That authorisation dates from 4 March 2013.
According to the register, James first provided financial advice in 1997. Qualifications and training on file include Bachelor of Economics (University of Adelaide, 1985), Diploma of Financial Planning (Deakin University, 1997) and Ethics and Professionalism in Financial Advice (Kaplan, 2020). James is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is James Cunningham Rowe Oliver a registered financial adviser?
Yes. James Cunningham Rowe Oliver is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000255230.
Which licensee does James Cunningham Rowe Oliver work under?
Optimal AFSL Pty Ltd, Australian financial services licence 431258.
What can James Cunningham Rowe Oliver give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.