Paul Rowse
Financial Adviser in Darwin, Northern Territory, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000264022
- Location
- Darwin NT 0800
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 14 October 2011
- First provided advice
- 1994
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2002); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2010); Accredited Listed Product Adviser (ASX ALPA) Program, Kaplan Higher Education Pty Limited (2018); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2023)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Paul Rowse
On the Financial Advisers Register kept by ASIC, Paul Rowse appears as a current financial adviser in Darwin, Northern Territory, adviser number 000264022.
Paul provides advice as an authorised representative of Charter Financial Planning Limited, which holds Australian financial services licence 234665. The current authorisation started on 14 October 2011.
According to the register, Paul first provided financial advice in 1994. Qualifications and training on file include Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2002), Margin Lending and Geared Investments (Kaplan Higher Education Pty Limited, 2010) and Accredited Listed Product Adviser (ASX ALPA) Program (Kaplan Higher Education Pty Limited, 2018).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Paul Rowse a registered financial adviser?
Yes. Paul Rowse is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000264022.
Which licensee does Paul Rowse work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Paul Rowse 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."