Rowena Jane McGrath
Financial Adviser in Indooroopilly, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000311956
- Location
- Indooroopilly QLD 4068
- Licensee
- Millennium 3 Financial Services Pty Ltd (AFSL 244252)
- Authorised since
- 29 July 2015
- First provided advice
- 2007
- Qualifications
- Bachelor of Commerce, The University of Queensland (2002); Diploma of Financial Planning, FPA (2002); Professional Assessment in Super, Life Risk, Managed Investments & Securities for Financial Planning, NIBA (2002); Accredited Listed Product Adviser Program, Kaplan (2015); Financial Planning Fundamentals, Kaplan (2018)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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
- Superannuation- Not Authorised to provide SMSF advice
- Tax (financial) advice
- Yes
- Register status
- Current
About Rowena Jane McGrath
On the Financial Advisers Register kept by ASIC, Rowena Jane McGrath appears as a current financial adviser in Indooroopilly, Queensland, adviser number 000311956.
The licensee Rowena advises under is Millennium 3 Financial Services Pty Ltd (AFS licence 244252). That authorisation dates from 29 July 2015.
According to the register, Rowena first provided financial advice in 2007. Qualifications and training on file include Bachelor of Commerce (The University of Queensland, 2002), Diploma of Financial Planning (FPA, 2002) and Professional Assessment in Super, Life Risk, Managed Investments & Securities for Financial Planning (NIBA, 2002). Rowena is recorded as a member of Financial Advice Association of Australia (FAAA).
Rowena 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.
A further restriction is recorded on the register: “Superannuation- Not Authorised to provide SMSF advice.”
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Questions people ask
Is Rowena Jane McGrath a registered financial adviser?
Yes. Rowena Jane McGrath is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000311956.
Which licensee does Rowena Jane McGrath work under?
Millennium 3 Financial Services Pty Ltd, Australian financial services licence 244252.
What can Rowena Jane McGrath 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: "Superannuation- Not Authorised to provide SMSF advice."