Nigel Ivor Owen
Financial Adviser in Balcatta, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000236520
- Location
- Balcatta WA 6021
- Licensee
- Privest Licensee Services Pty Ltd (AFSL 526603)
- Authorised since
- 10 April 2021
- First provided advice
- 2003
- Qualifications
- Bachelor of Commerce, University of Cape Town (1985); Honors in Accounting Science, University of South Africa (1989); Chartered Accountant, Institute of Chartered Accountants Australia and New-Zealand (2002); Diploma of Financial Planning, Securities Institute (2005); Self Managed Super Funds, Kaplan (2010); Certified Financial Planner, Financial Planning Association (FPA/FAAA) (2011); Margin Lending & Geared Investments, Pinnacle (2011)
- Memberships
- 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 Nigel Ivor Owen
Nigel Ivor Owen is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Balcatta, Western Australia (adviser number 000236520).
The licensee Nigel advises under is Privest Licensee Services Pty Ltd (AFS licence 526603). That authorisation dates from 10 April 2021.
The register records 2003 as the year Nigel first provided financial advice. Qualifications and training on file include Bachelor of Commerce (University of Cape Town, 1985), Honors in Accounting Science (University of South Africa, 1989) and Chartered Accountant (Institute of Chartered Accountants Australia and New-Zealand, 2002). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Nigel is authorised to advise 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 Nigel Ivor Owen a registered financial adviser?
Yes. Nigel Ivor Owen is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000236520.
Which licensee does Nigel Ivor Owen work under?
Privest Licensee Services Pty Ltd, Australian financial services licence 526603.
What can Nigel Ivor Owen 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.