Financial Adviser
· GEELONG WEST, VIC
Rowan Harvey Kimpton
No disciplinary history on record with ASIC
GEELONG WEST,
VIC
41
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000235750
About Rowan Harvey Kimpton
Rowan Harvey Kimpton is a financial adviser based in Geelong West, Victoria, with 41 years of experience in the financial services industry since 1985. Rowan is currently authorised under Consultum Financial Advisers. Rowan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Rowan's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Diploma of Financial Planning
Financial Planning Association of Australia
2011
Provide Advice in Margin Lending
MLC Advice Education
2018
Accredited Listed Product Adviser Program
Kaplan Professional
2018
Self Managed Superannuation Funds
Kaplan Professional
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited