Rowan Wadley profile photo

Rowan Wadley

Investment & Insurance Centre

Gold
26 Yrs Experience
Wagga Wagga, NSW 2650

Rowan Wadley

Authorised Representative of Consultum / CFP® / LRS® / GradDipFinPlan / JP

Rowan is a Director of Investment and Insurance Centre and a Senior Financial Planner. Rowan commenced in the financial services industry in 1998 and in this time has successfully completed his Diploma of Financial Planning and also his Graduate Diploma of Financial Planning.

Rowan has also been awarded the accreditation of CERTIFIED FINANCIAL PLANNER® (CFP®) by the Financial Planning Association of Australia (FPA) and is a Life Risk Specialist LRS®. Rowan is a CFP member of the FPA and a Justice of the Peace (JP).

Rowan sees clients in our Wagga office plus travels regularly to Deniliquin, Albury, Dubbo and Ariah Park to service our clients.

Rowan is married to Jane with three teenage children who are all heavily involved in sport. He loves watching them all play when he can and has been involved with coaching football, girls football and softball over the years. He remains actively involved in the Wagga Tigers football club who he has been involved with since 1992. Unfortunately for him he is also a keen supporter of the St Kilda football club and hopes to one day see them win their second premiership.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Gold
  • First year providing advice 1998
  • Years of experience 26
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Investment & Insurance Centre

17 Baylis Street
Wagga Wagga, NSW 2650

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Licensed by

Asvw Financial Services Pty Ltd

AFSL 446176