Financial Adviser
· BALCATTA, WA
Nigel Ivor Owen
No disciplinary history on record with ASIC
BALCATTA,
WA
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000236520
About Nigel Ivor Owen
Nigel Ivor Owen is a financial adviser based in Balcatta, Western Australia, with 23 years of experience in the financial services industry since 2003. Nigel is currently authorised under Privest Licensee Services. Nigel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Nigel's qualifications include a Certified Financial Planner from Financial Planning Association (FPA/FAAA). Nigel 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1985
Bachelor of Commerce
University of Cape Town
1989
Honors in Accounting Science
University of South Africa
2002
Chartered Accountant
Institute of Chartered Accountants Australia and New-Zealand
2005
Diploma of Financial Planning
Securities Institute
2010
Self Managed Super Funds
Kaplan
2011
Certified Financial Planner
Financial Planning Association (FPA/FAAA)
2011
Margin Lending & Geared Investments
Pinnacle