Simon Kendall Rowse
Financial Adviser in Mysterton, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000383072
- Location
- Mysterton QLD 4812
- Licensee
- PSK Advisory Services Pty Ltd (AFSL 234656)
- Authorised since
- 1 November 2023
- First provided advice
- 2000
- Qualifications
- Bachelor of Commerce, James Cook University of North Queensland (1993); CPA Program, CPA Australia Ltd (1998); CFP Certification Program, Financial Advice Association Australia (FAAA) (2004); Certified Financial Planner (CFP), Financial Advice Association Australia (FAAA) (2004); Self Managed Superannuation Funds, Kaplan Professional (2006); Margin Lending and Geared Investments, Kaplan Professional (2011)
- Memberships
- 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, standard margin lending
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Simon Kendall Rowse
On the Financial Advisers Register kept by ASIC, Simon Kendall Rowse appears as a current financial adviser in Mysterton, Queensland, adviser number 000383072.
Advice is given under the Australian financial services licence of PSK Advisory Services Pty Ltd, licence number 234656. That authorisation dates from 1 November 2023.
According to the register, Simon first provided financial advice in 2000. The qualifications listed for Simon include Bachelor of Commerce (James Cook University of North Queensland, 1993), CPA Program (CPA Australia Ltd, 1998) and CFP Certification Program (Financial Advice Association Australia (FAAA), 2004). Simon is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice 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: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Simon Kendall Rowse a registered financial adviser?
Yes. Simon Kendall Rowse is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000383072.
Which licensee does Simon Kendall Rowse work under?
PSK Advisory Services Pty Ltd, Australian financial services licence 234656.
What can Simon Kendall Rowse 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; standard margin lending. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."