Ash Rowan

Consortium Private Wealth

Gold
9 Yrs Experience
Horsham, VIC 3400
Thanks for dropping by my profile to connect with me, see what I do, or otherwise. I am an experienced Financial Adviser with a demonstrated history of working in the financial services industry. Skilled in Superannuation, Retirement Planning, Investing, Centrelink and Aged Care advice. Motivated by great client outcomes and continued professional development.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Tax Strategies
  • Growing Assets

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 27
  • First year providing advice 2013
  • Years of experience 9
  • Highest qualifications
    • Graduate Diploma of Financial Planning
    • Fellow Chartered Financial Practitioner (FChFP)
  • Language spoken
    • English

Consortium Private Wealth

24A Darlot Street
Horsham, VIC 3400

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Consortium Private Wealth

AFSL 495401

4.95
27 Reviews
5
4
3
2
1
4.95
Clear communication
4.85
Knowledge & expertise
5.00
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 27

Sort by

5.00

"Ashley was very helpful in assisting with advice on aged care and asset allocation for my mother."

  • Government Assistance
  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"very helpful"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Ashley was very conversant with Aged Care fees and expenses. We thank him for his reassurance of our mother's position was the right fit for her now."

  • Retirement & Pension
  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Ashley has provided advice in relation to aged care . I found Ashley to be very knowledgeable and competent and explained the advice and options in a very clear and easy to understand manner. The advice was right for our needs and would recommend Ashley to others seeking similar advice."

  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"he knows his job very clever man helped us from start to finish highly recommended. very confident in his job, would highly recommend to other people"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Ashley has been extremely professional and helpful in navigating myself and my mother through the Aged Care system. His advice and expertise has brought us peace of mind and reassurance and I feel confident that I can rely on his skills moving forward. I would absolutely recommend Ashley's services to others."

  • Retirement & Pension
  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We recently saw Ashley for some advice after we had to put my Mum into permanent care. She has dementia. In what is already and absolutely horrific time, my Dad had the added burden of needing to come up with $350,000 deposit. We spoke with Ashley about financial options with a combination of savings, part pension and superannuation, with payment options for the nursing home while still being able to live a decent lifestyle on what money was left over. Ashley was outstanding, his knowledge of the industry and the legislation was outstanding, his advice was, indepth and accurate, he gave options and he made it very simple for us to understand. But above all, he was understanding and caring. I would recommend Ashley for anyone who has an aged care related financial situation. You will get the best advice from someone who is empathetic and understanding. Thanks so much Ashley."

  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Ashley was very helpful and gave us some direction to take with regards the family farm and the possibility of our elderly parents needing to enter aged care. It is a complex and confusing system but Ashley was able to explain things in a way we could take in. We were very pleased we went to see him and would recommend him to anyone trying to navigate the aged care system."

  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"With the recent passing of my husband. 'Twas hard to know where to turn for an advice. Ashley has given me advice in areas including Superannuation, investment and government assistance. Ashley adeptly able to explain things to me in a clear way. Through Ashley's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Ashley's full care and attention when I needed it'. Leaving my problems to the professionals is the best. Customer service was excellent too!."

  • Government Assistance
  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Ashley was able to give me advice on how selling my business would affect moving onto a full pension and how it would effect the pension bonus scheme my wife and myself are on along with other related matters. Ashley was able to explain things in a clear way and I am confident the advice given was right for my needs. I received his full care and attention."

  • Government Assistance
  • Retirement & Pension
  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 27

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Small Business Advice
  • Growing Assets

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
International Institute of Technology (IIT)
Completed
2013

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2021

Fellow Chartered Financial Practitioner (FChFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2017

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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