Richard Martin Owen
Financial Adviser in Kew, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000415530
- Location
- Kew VIC 3101
- Licensee
- Cotham Advisory Pty Ltd (AFSL 516624)
- Authorised since
- 9 January 2020
- First provided advice
- 2001
- Qualifications
- Mathematics with Management, The University of Liverpool (1993); Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2003); Certified Financial Planner, FPA (2006); FINC20031 Ethical Financial Planning Practice, CQ University (2020); Economic and Legal Context for Financial Planning, KAPLAN (2021)
- Memberships
- CFP - Certified Financial Planner (FPA); 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Richard Martin Owen
On the Financial Advisers Register kept by ASIC, Richard Martin Owen appears as a current financial adviser in Kew, Victoria, adviser number 000415530.
Advice is given under the Australian financial services licence of Cotham Advisory Pty Ltd, licence number 516624. The current authorisation started on 9 January 2020.
The register records 2001 as the year Richard first provided financial advice. The qualifications listed for Richard include Mathematics with Management (The University of Liverpool, 1993), Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2003) and Certified Financial Planner (FPA, 2006). Richard is recorded as a member of CFP – Certified Financial Planner (FPA) and Financial Advice Association of Australia (FAAA).
Richard 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.
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Questions people ask
Is Richard Martin Owen a registered financial adviser?
Yes. Richard Martin Owen is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000415530.
Which licensee does Richard Martin Owen work under?
Cotham Advisory Pty Ltd, Australian financial services licence 516624.
What can Richard Martin 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.