Rebecca Rowe – Financial Adviser

Adviser identifying number: 310310
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009

Name of the licence holder: PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence number: 234951
Licensee’s ABN: 11074608558
Licence controlled by: CENTREPOINT WEALTH PTY LTD

The date the Financial Adviser commenced the appointment: 24/06/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AJB FINANCIAL SOLUTIONS PTY LTD
Authorised Representative identifying number: 407111
Authorised Representative’s ABN: 15151480741

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

  • Generic Financial Planning – University of Sunshine Coast
  • Managed Investments – University of Sunshine Coast
  • Risk Management – University of Sunshine Coast
  • Self Managed Super Fund Course – Kaplan
  • Superannuation and Retirement Planning – University of Sunshine Coast

Relevant memberships of professional bodies or industry associations:

Rebecca Rowe is authorised to provide advices on following products:

  • Government Debentures, Stocks or Bonds
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility