Financial Adviser · MELBOURNE, VIC

Andrew Cowen

15 Years experience
Tax advice
authorised
ASIC Registered · ADV 001008101

Andrew Cowen is a financial adviser based in Melbourne, Victoria, with 15 years of experience in the financial services industry. Andrew is currently authorised under Macquarie Bank Limited. Andrew 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 Master of Applied Finance from Kaplan Higher Education Pty Limited. Andrew is a member of Chartered Accountants Australia and New Zealand (CA ANZ).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1999
Bachelor of Business (Accounting)
Monash University
2002
Professional Year CA Programme
The Institute of Chartered Accountants in Australia
2008
Graduate Certificate in Financial Planning
Financial Services Institute of Australasia
2010
Master of Applied Finance
Kaplan Higher Education Pty Limited
2011
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2012
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2016
Tier 2 Deposit Products and non-cash payment products Tier 2 (personal advice)
Financial Education Professionals Pty Ltd
2020
FPC002B Ethics and Professionalism in Financial Advice.
Ethics - Kaplan Higher Education
2025
FPC007B Client Engagement Skills.
Behavioural Finance - Kaplan Higher Education

Registration History

Aug 2021 - Present Current
Aug 2021 - Present Current
Sep 2011 - Apr 2016 Ceased

Source: ASIC Financial Advisers Register