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Financial Advisers: LEANNE ROWLEY Information

This is the detailed information about LEANNE ROWLEY, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000223142, the year the Financial Adviser first provided advice is 1998 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:09.

Financial Adviser Number: 000223142
Financial Adviser Name: LEANNE ROWLEY
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 1998
Adviser Town: Perth
Adviser State: WA
Adviser Country: Australia
  1. Financial Adviser Status: Ceased
    Name of the licence holder: BEPAD PTY LTD
    Licence Number: 000221892
    Licence ABN: 51100682157
    The date the Financial Adviser commenced the appointment: 2002-08-28
    The date the Financial Adviser ceased the appointment: 2013-09-12
    Authorised Representative Name: LEANNE ROWLEY
    Authorised Representative Number: 000223142
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Certificate IV in Financial Services (Finance/Mortgage Broking) - Archer College Australian College Pty Ltd ~ Certified Financial Planner - Financial Planning Standards Board ~ Diploma of Financial Planning - Financial Planning Association of Australia Ltd ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Super Concepts & ICFS Specialist SMSF Course - University of Adelaide
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA) ~ Tax Practitioner's Board of Australia
  2. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: PARAGEM PTY LIMITED
    Licence Number: 000297276
    Licence ABN: 16108571875
    The company(ies) or people who control the licensee's business: HUB24 LIMITED
    The date the Financial Adviser commenced the appointment: 2019-07-11
    Authorised Representative Name: PARAGEM PTY LIMITED
    Authorised Representative Number: 000297276
    Rep Appointed ABN: 16108571875
    Fin Deposit and Payment Products/Non-basic Deposit Products: 1
    Fin Government Debentures, Stocks or Bonds: 1
    Fin Life Products/Investment Life Insurance Products: 1
    Fin Life Products/Life Risk Insurance Products: 1
    Fin Managed Investment Schemes, including IDPS: 1
    Fin Retirement Savings Account Products: 1
    Fin Securities: 1
    Fin Superannuation: 1
    Fin Margin Lending Facility/Standard Margin Lending Facility: 1
    Fin Margin Lending Facility/Non-Standard Margin Lending Facility: 0
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Certificate IV in Financial Services (Finance/Mortgage Broking) - Archer College Australian College Pty Ltd ~ Certified Financial Planner - Financial Planning Standards Board ~ Diploma of Financial Planning - Financial Planning Association of Australia Ltd ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Super Concepts & ICFS Specialist SMSF Course - University of Adelaide
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA) ~ Tax Practitioner's Board of Australia
  3. Financial Adviser Status: Ceased
    Name of the licence holder: OMNIWEALTH SERVICES PTY LIMITED
    Licence Number: 000309643
    Licence ABN: 57121845001
    The company(ies) or people who control the licensee's business: AMG CAPITAL MANAGEMENT PTY LIMITED
    The date the Financial Adviser commenced the appointment: 2013-09-12
    The date the Financial Adviser ceased the appointment: 2016-11-11
    Authorised Representative Name: OMNIWEALTH SERVICES PTY LIMITED
    Authorised Representative Number: 000309643
    Rep Appointed ABN: 57121845001
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Certificate IV in Financial Services (Finance/Mortgage Broking) - Archer College Australian College Pty Ltd ~ Certified Financial Planner - Financial Planning Standards Board ~ Diploma of Financial Planning - Financial Planning Association of Australia Ltd ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Super Concepts & ICFS Specialist SMSF Course - University of Adelaide
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA) ~ Tax Practitioner's Board of Australia
    Provides details on areas the Financial Adviser is restricted from giving advice on: Not authorised to give SMSF advice
  4. Financial Adviser Status: Ceased
    Name of the licence holder: SECURITOR FINANCIAL GROUP LTD
    Licence Number: 000240687
    Licence ABN: 48009189495
    The company(ies) or people who control the licensee's business: WESTPAC BANKING CORPORATION
    The date the Financial Adviser commenced the appointment: 2016-11-16
    The date the Financial Adviser ceased the appointment: 2019-07-10
    Authorised Representative Name: SECURITOR FINANCIAL GROUP LTD
    Authorised Representative Number: 000240687
    Rep Appointed ABN: 48009189495
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Certificate IV in Financial Services (Finance/Mortgage Broking) - Archer College Australian College Pty Ltd ~ Certified Financial Planner - Financial Planning Standards Board ~ Diploma of Financial Planning - Financial Planning Association of Australia Ltd ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Super Concepts & ICFS Specialist SMSF Course - University of Adelaide
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA) ~ Tax Practitioner's Board of Australia



Data Dictionary

The company(ies) or people who control the licensee's business: They can sometimes be a majority shareholder or able to control votes at meetings or board composition.
Disciplinary action type: Disciplinary action type. ASIC has regulatory powers in relation to financial advisers and can ban individuals from providing financial product advice.
Fin, e.g: Fin Carbon Credits/Carbon Unit, means Provide Financial Product Advice - Carbon Credits/Carbon Unit. The following logic is applied to product authorisation codes. IF Financial Adviser is authorised to provide advice on this product AND their status equals current THEN show 1 ELSE show null. Product Authorisations are for current Financial Advisers only, null values are used for ceased Financial Advisers.
If more than one entry exists they will be concatenated together and separated by a tilde.