Richard Martin Owen – Financial Adviser

Adviser identifying number: 415530
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2001

Name of the licence holder: RI ADVICE GROUP PTY LTD
Licence number: 238429
Licensee’s ABN: 23001774125
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED

The date the Financial Adviser commenced the appointment: 09/01/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: RI ADVICE GROUP PTY LTD
Authorised Representative identifying number: 238429
Authorised Representative’s ABN: 23001774125

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:

• Certified Financial Planner – Financial Planning Association of Australia
• DFP – Deakin University
• Degree of Bachelor of Science with Honours – University of Liverpool
• Margin Lending and Geared Investments – Kaplan
• Self Managed Superannuation Funds – Kaplan

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Richard Martin Owen is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• 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