Russell Owen
Financial Adviser in Norwest, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000267300
- Location
- Norwest NSW 2153
- Licensee
- Sentry Advice Pty Ltd (AFSL 227748)
- Authorised since
- 25 February 2020
- First provided advice
- 2004
- Qualifications
- Margin Lending and Geared Investments, Kaplan Professional (2010); Diploma of Financial Planning, Kaplan Professional (2018)
- 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
- Restriction
- Securities Authorisation is limited to diversified investment options.
- Tax (financial) advice
- Yes
- Register status
- Current
About Russell Owen
Russell Owen is a financial adviser in Norwest, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000267300.
The licensee Russell advises under is Sentry Advice Pty Ltd (AFS licence 227748). The current authorisation started on 25 February 2020.
The register records 2004 as the year Russell first provided financial advice. Qualifications and training on file include Margin Lending and Geared Investments (Kaplan Professional, 2010) and Diploma of Financial Planning (Kaplan Professional, 2018).
Russell 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.
A further restriction is recorded on the register: “Securities Authorisation is limited to diversified investment options.”
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Questions people ask
Is Russell Owen a registered financial adviser?
Yes. Russell Owen is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000267300.
Which licensee does Russell Owen work under?
Sentry Advice Pty Ltd, Australian financial services licence 227748.
What can Russell 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. It also records this restriction: "Securities Authorisation is limited to diversified investment options."