Mark Jeffrey Rowell
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003934
- Location
- Melbourne VIC 3000
- Licensee
- Annex Wealth Advisory Pty Ltd (AFSL 504681)
- Authorised since
- 16 July 2020
- First provided advice
- 2010
- Qualifications
- Bachelor of Commerce (Economics and Finance), Curtin University (2009); Diploma of Financial Services (Financial Planning), Kaplan Professional (2010)
- 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
- Restriction
- margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Mark Jeffrey Rowell
Mark Jeffrey Rowell is a financial adviser in Melbourne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001003934.
The licensee Mark advises under is Annex Wealth Advisory Pty Ltd (AFS licence 504681). The current authorisation started on 16 July 2020.
According to the register, Mark first provided financial advice in 2010. Qualifications and training on file include Bachelor of Commerce (Economics and Finance) (Curtin University, 2009) and Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2010).
Mark is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “margin lending.”
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Questions people ask
Is Mark Jeffrey Rowell a registered financial adviser?
Yes. Mark Jeffrey Rowell is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003934.
Which licensee does Mark Jeffrey Rowell work under?
Annex Wealth Advisory Pty Ltd, Australian financial services licence 504681.
What can Mark Jeffrey Rowell 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. It also records this restriction: "margin lending."