Financial Adviser · MELBOURNE, VIC

Pierre Sowerby

9 Years experience

Tax advice
authorised

Currently at

Australia And New Zealand Banking Group Limited

Docklands, VIC

View firm profile

ASIC Registered · ADV 001256989

Pierre Sowerby is a financial adviser based in Melbourne, Victoria, with 9 years of experience in the financial services industry. Pierre is currently authorised under Australia And New Zealand Banking Group Limited. Pierre 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 (Management Science) from University of Stellenbosch.

Authorised to Advise On

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

Restrictions: Securities - Class of product advice only. SMSF restriction.

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

Australia And New Zealand Banking Group Limited

Dec 2021 - Present Current

Securities - Class of product advice only. SMSF restriction.

Asena Family Office Pty Ltd

Jun 2018 - Oct 2021 Ceased

Future Assist Financial Services Group Pty Ltd

Jul 2017 - May 2018 Ceased

Source: ASIC Financial Advisers Register