Data sourced from ASIC Financial Advisers Register
Financial Adviser · MYSTERTON, QLD

Simon Kendall Rowse

MYSTERTON, QLD
26 Years experience
Tax advice
authorised
ASIC Registered · ADV 000383072
Practice
PSK Private Wealth
Sydney, NSW (practice address on ASIC register)
Licensed through PSK Advisory Services
View practice

About Simon Kendall Rowse

Simon Kendall Rowse is a financial adviser based in Mysterton, Queensland, with 26 years of experience in the financial services industry since 2000. Simon works at PSK Private Wealth, which is licensed through Psk Advisory Services. Simon holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Simon's qualifications include a Certified Financial Planner (CFP) from Financial Advice Association Australia (FAAA). Simon 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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

1993
Bachelor of Commerce
James Cook University of North Queensland
1998
CPA Program
CPA Australia Ltd
2004
CFP Certification Program
Financial Advice Association Australia (FAAA)
2004
Certified Financial Planner (CFP)
Financial Advice Association Australia (FAAA)
2006
Self Managed Superannuation Funds
Kaplan Professional
2011
Margin Lending and Geared Investments
Kaplan Professional

Registration History

Psk Advisory Services Pty Ltd
Nov 2023 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Charter Financial Planning Limited
Sep 2010 - Nov 2023 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register