Andrew Rowan
Andrew Rowan Wealth Management
Andrew Rowan Wealth Management is a privately owned, boutique Financial Planning Practice located in Ballarat.
We hold our own Australian Financial Services Licence and are not owned or controlled by any Bank, Fund Manager or other Financial Institution, which importantly allows us to provide clients with a service that is truly a niche and tailored to your needs.
Andrew Rowan Wealth Management was born out of a commitment to provide a specialist niche financial planning and wealth management business. The principal of Andrew Rowan Wealth Management, Andrew Rowan has been providing financial planning advice in Ballarat since 1992.
At Andrew Rowan Wealth Management, we provide financial planning advice on a fee for service basis. Our aim is to help our clients achieve their financial goals and aspirations with certainty.
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Expertise
My fees
I offer a free initial consultation for potential new clients. Get in touchWe offer advice on a fully fee for service basis. Our fees are advised to the client before we commit to providing any service. Where possible we choose to have clients pay us directly and not from their investments or superannuation fund. Clients are always in control of the fee arrangement.
At a glance
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Adviser status
Silver
- First year providing advice 1993
- Years of experience 32
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Andrew Rowan Wealth Management
1311 Sturt Street
Ballarat, VIC 3350
Opening hours
- 9:00am – 6:00pm Monday – Friday
Meeting methods
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In person
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Phone
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Video call
Licensed by
Andrew Rowan Wealth Management
AFSL 284901
