Financial Adviser
· KEW, VIC
Richard Martin Owen
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000415530
Richard Martin Owen is a financial adviser based in Kew, Victoria, with 25 years of experience in the financial services industry. Richard is currently authorised under Cotham Advisory Pty Ltd. Richard 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 FPA. Richard is a member of CFP - Certified Financial Planner (FPA) and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1993
Mathematics with Management
The University of Liverpool
2003
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2006
Certified Financial Planner
FPA
2020
FINC20031 Ethical Financial Planning Practice
Ethics - CQ University
2021
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - KAPLAN
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Securities: Class of product only
Source: ASIC Financial Advisers Register