JAMES CUNNINGHAM ROWE OLIVER


Licensee: OPTIMAL AFSL PTY LTD

JAMES CUNNINGHAM ROWE OLIVER (Adviser# 000255230) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is March 4, 2013.

Adviser Overview

Register Name Financial Advisers
Adviser Name JAMES CUNNINGHAM ROWE OLIVER
Adviser Number 000255230
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1997
Financial Service (AFS) Licence Licence# 000431258
OPTIMAL AFSL PTY LTD
Licence ABN 85161142767
Adviser Start Date 2013-03-04
Appointing Representative Name OPTIMAL FINANCIAL SERVICES PTY LTD
Appointing Representative Number 000315586
Appointing Representative ABN 76105994778
Memberships Chartered Accountants Australia and New Zealand (CA)
Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • JAMES CUNNINGHAM ROWE OLIVER
  • ·
  • Deposit Payment Non Basic Deposit
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  • Government Debenture
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  • Life Product Investment Life Insurance
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  • Life Product Life Risk Insurance
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  • Managed Investment Schemes Including IDPS
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  • Retirement Savings Account
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  • Securities
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  • Superannuation
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  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor Of Economics University of Adelaide
Diploma of Financial Planning Deakin University

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000431258 OPTIMAL AFSL PTY LTD 2013-03-04 - OPTIMAL FINANCIAL SERVICES PTY LTD
000240687 SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION
2004-01-14 - 2013-03-01 JAMES CUNNINGHAM ROWE OLIVER

Licensee Information

Licence Name OPTIMAL AFSL PTY LTD
Licence Number 000431258
Licence ABN 85161142767

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
JACQUELINA JAMES Optimal Afsl Pty Ltd Current 2017-04-10
TANIA LOUISE SCIANCALEPORE Optimal Afsl Pty Ltd Current 2013-03-12

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
JACQUELINA JAMES Optimal Afsl Pty Ltd Current 2017-04-10
TANIA LOUISE SCIANCALEPORE Optimal Afsl Pty Ltd Current 2013-03-12

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.