Financial Adviser
· PERTH, WA
Rowan Jones
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000274791
Rowan Jones is a financial adviser based in Perth, Western Australia, with 22 years of experience in the financial services industry. Rowan is currently authorised under Euroz Hartleys Limited. Rowan 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 from Curtin University.
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
2003
Bachelor of Commerce
Curtin University
2008
Graduate Diploma of Applied Finance
FINSIA
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan