Robert James Jowett
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000264944
- Location
- Melbourne VIC 3000
- Licensee
- Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 21 April 2021
- First provided advice
- 2000
- Qualifications
- Bachelor of Engineering, The University of Manchester (1995); Certified Financial Planner, Financial Planning Association of Australia (FPA) (2005); 8 unit Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2022)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Not SMSF
- Tax (financial) advice
- Yes
- Register status
- Current
About Robert James Jowett
Robert James Jowett is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 000264944).
Advice is given under the Australian financial services licence of Fortnum Private Wealth Ltd, licence number 357306. That authorisation dates from 21 April 2021.
According to the register, Robert first provided financial advice in 2000. Qualifications and training on file include Bachelor of Engineering (The University of Manchester, 1995), Certified Financial Planner (Financial Planning Association of Australia (FPA), 2005) and 8 unit Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2022).
Robert is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Not SMSF.”
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Questions people ask
Is Robert James Jowett a registered financial adviser?
Yes. Robert James Jowett is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000264944.
Which licensee does Robert James Jowett work under?
Fortnum Private Wealth Ltd, Australian financial services licence 357306.
What can Robert James Jowett give advice on?
The register lists these advice areas: superannuation; 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: "Not SMSF."