Financial Adviser
· MOUNT GAMBIER, SA
Sean Cowling
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004785
Sean Cowling is a financial adviser based in Mount Gambier, South Australia, with 21 years of experience in the financial services industry. Sean is currently authorised under Oreana Financial Services Pty Ltd. Sean holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Sean is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Diploma of Financial Planning
Kaplan Professional Education
2006
Advanced Diploma of Financial Planning
Kaplan Professional Education
2007
Self Managed Superannuation Funds
Kaplan Professional Education
2011
Certified Financial Planner
Financial Planning Association of Australia
2011
Margin Lending and Geared Investments
Kaplan Professional Education