Rodney William Rowley
Financial Adviser in Traralgon, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000279238
- Location
- Traralgon VIC 3844
- Licensee
- McMillan Financial Planning Pty Ltd (AFSL 239645)
- Authorised since
- 2 August 2004
- First provided advice
- 2004
- Qualifications
- Bachelor of Business, Monash University (1994); DPML Margin Lending, Pinnacle Financial Service (2001); Certified Practising Accountant, CPA Australia (2002); PS 146 Knowledge Assessment, Tribeca (2004); Public Practice Certificate, CPA Australia (2005)
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA); Tax Practitioners Board
- 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 Rodney William Rowley
On the Financial Advisers Register kept by ASIC, Rodney William Rowley appears as a current financial adviser in Traralgon, Victoria, adviser number 000279238.
The licensee Rodney advises under is McMillan Financial Planning Pty Ltd (AFS licence 239645). That authorisation dates from 2 August 2004.
According to the register, Rodney first provided financial advice in 2004. The qualifications listed for Rodney include Bachelor of Business (Monash University, 1994), DPML Margin Lending (Pinnacle Financial Service, 2001) and Certified Practising Accountant (CPA Australia, 2002). Professional memberships recorded: CPA Australia (CPA), Financial Advice Association of Australia (FAAA) and Tax Practitioners Board.
The authorisation covers advice 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 Rodney William Rowley a registered financial adviser?
Yes. Rodney William Rowley is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000279238.
Which licensee does Rodney William Rowley work under?
McMillan Financial Planning Pty Ltd, Australian financial services licence 239645.
What can Rodney William Rowley 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.