John Steven Rees
Financial Adviser in Brisbane, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000280577
- Location
- Brisbane QLD 4000
- Licensee
- Fitzpatricks Private Wealth Pty Ltd (AFSL 247429)
- Authorised since
- 18 May 2015
- First provided advice
- 1999
- Qualifications
- Bachelor of Business (Accounting), La Trobe University (1991); Chartered Accountant Program, The Institute of Chartered Accountants of Australia (1998); Certified Financial Planner, Financial Planning Association of Australia (2000); SMSF Specialist Adviser, SMSF Association (2009); Margin Lending and Geared Investments, Kaplan Professional (2011)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); Financial Advice Association of Australia (FAAA); SMSF Association
- 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 John Steven Rees
John Steven Rees is a financial adviser in Brisbane, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000280577.
John provides advice as an authorised representative of Fitzpatricks Private Wealth Pty Ltd, which holds Australian financial services licence 247429. The current authorisation started on 18 May 2015.
The register records 1999 as the year John first provided financial advice. Qualifications and training on file include Bachelor of Business (Accounting) (La Trobe University, 1991), Chartered Accountant Program (The Institute of Chartered Accountants of Australia, 1998) and Certified Financial Planner (Financial Planning Association of Australia, 2000). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ), Financial Advice Association of Australia (FAAA) and SMSF Association.
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 John Steven Rees a registered financial adviser?
Yes. John Steven Rees is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000280577.
Which licensee does John Steven Rees work under?
Fitzpatricks Private Wealth Pty Ltd, Australian financial services licence 247429.
What can John Steven Rees 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.