Financial Adviser
· MELBOURNE, VIC
Pierre Sowerby
No disciplinary history on record with ASIC
MELBOURNE,
VIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001256989
About Pierre Sowerby
Pierre Sowerby is a financial adviser based in Melbourne, Victoria, with 9 years of experience in the financial services industry since 2017. Pierre is currently authorised under Perpetual Trustee Company Limited, operating through Perpetual Trustee Company. Pierre holds authorisations to advise on superannuation, life insurance investments, managed investments and securities, as well as tax financial advice services (TFAS). Pierre's qualifications include a Bachelor of Commerce (Management Science) from University of Stellenbosch.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2008
Bachelor of Commerce (Management Science)
University of Stellenbosch
2009
Bachelor of Philosophy (Maritime Studies)
University of Stellenbosch
2016
Diploma of Financial Planning
Integrity Education Group
2018
Advanced Diploma of Financial Planning
Monarch Institute
2022
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2023
FPC001B Economic and Legal Context for Financial Planning
Kaplan Higher Education Pty Limited
2023
FPC006 Tax and Commercial Law for Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Securities - Class of product advice only. SMSF restriction.
Source: ASIC Financial Advisers Register