Leanne Rowley
Financial Adviser in Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000223142
- Location
- Perth WA 6000
- Licensee
- Paragem Pty Limited (AFSL 297276)
- Authorised since
- 11 July 2019
- First provided advice
- 1998
- Qualifications
- 8 Unit Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2003); Certificate IV in Financial Services (Finance/Mortgage Broking), Archer College (2006); 5 Unit CFP Certification Program, Financial Planning Association of Australia (FPA) (2010); Margin Lending and Geared Investments, Kaplan Professional (2010); SuperConcepts & ICFS Specialist SMSF Course, University of Adelaide (2017); Graduate Diploma of Financial Planning, Kaplan Higher Education (2023)
- Memberships
- Financial Advice Association of Australia (FAAA); Tax Practitioner's Board of Australia
- 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 Leanne Rowley
On the Financial Advisers Register kept by ASIC, Leanne Rowley appears as a current financial adviser in Perth, Western Australia, adviser number 000223142.
Leanne provides advice as an authorised representative of Paragem Pty Limited, which holds Australian financial services licence 297276. That authorisation dates from 11 July 2019.
According to the register, Leanne first provided financial advice in 1998. Qualifications and training on file include 8 Unit Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2003), Certificate IV in Financial Services (Finance/Mortgage Broking) (Archer College, 2006) and 5 Unit CFP Certification Program (Financial Planning Association of Australia (FPA), 2010). Leanne is recorded as a member of Financial Advice Association of Australia (FAAA) and Tax Practitioner’s Board of Australia.
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 Leanne Rowley a registered financial adviser?
Yes. Leanne Rowley is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000223142.
Which licensee does Leanne Rowley work under?
Paragem Pty Limited, Australian financial services licence 297276.
What can Leanne Rowley 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.