Financial Adviser
· MELBOURNE, VIC
Mark Jeffrey Rowell
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003934
Mark Jeffrey Rowell is a financial adviser based in Melbourne, Victoria, with 16 years of experience in the financial services industry. Mark is currently authorised under Annex Wealth Advisory Pty Ltd. Mark 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 Bachelor of Commerce (Economics and Finance) from Curtin University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: margin lending
Authorised to provide tax financial advice services
Qualifications and Training
2009
Bachelor of Commerce (Economics and Finance)
Curtin University
2010
Diploma of Financial Services (Financial Planning)
Kaplan Professional
Registration History
margin lending
Not authorised to provide personal advice on Standard Margin Lending
Source: ASIC Financial Advisers Register