Financial Adviser · MELBOURNE, VIC

Brett Raymond Rowe

17 Years experience
Tax advice
authorised
ASIC Registered · ADV 001006270

Brett Raymond Rowe is a financial adviser based in Melbourne, Victoria, with 17 years of experience in the financial services industry. Brett is currently authorised under Apt Wealth Partners Pty Ltd. Brett 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 CFP Certification Program from FPA. Brett 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 Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

1994
Bachelor of Business
La Trobe University
2002
Diploma of Financial Planning
Deakin University
2008
CFP Certification Program
FPA

Registration History

Jan 2020 - Present Current
GRANDVIEW (VIC) PTY LTD
Apr 2017 - Jan 2020 Ceased
Feb 2015 - Feb 2017 Ceased
DIRECT PROPERTY GENERAL INSURANCE
Nov 2008 - Nov 2014 Ceased

Source: ASIC Financial Advisers Register