40 Reviews

Ashley Rowan

Consortium Private Wealth

Platinum

10 Yrs Experience

Horsham, VIC 3400

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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.

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

5.00 November 2023

I found Ash very easy to understand...Whenever I put my ideas etc forward, he was able to deal with what I was saying and get back to where he left off. Very thorough operator who included both Marg and myself in the convo. Was a pleasure to deal with a person with such a laid back nature and not only that, they know how to make a cup of coffee also.Well done Ash...10 out of 10.

5.00 November 2023

Ashley was able to clearly explain the financial implications associated with Permanent Residential Care, for my brother in the West Wimmera Health Service's Rainbow Hostel, and suggest the best options currently available. I also appreciate the fact that he sent an email on our behalf to Kayleen Kingwill, the Financial Administrator for the West Wimmera Health Service advising her of the discussions we had and the rationale behind not completing the Income and Asset Assessment Forms for Centerlink.

5.00 October 2023

Thankyou Ashley for your time and patience in explaining the financial side of the Aged Care system to mum and I. Your knowledge and understanding of the whole complex system, helped make quite an emotional time for mum and I so much easier. Thankyou once again for your patience.

5.00 May 2023

Ashley was not only affable, courteous, and attentive, but also highly professional and knowledgeable. He demonstrated a sincere concern us as his clients, never attempting to push any self-serving products or unwanted services.

5.00 March 2023

I was very happy with the advice I received. Thank you Ash.

Adviser status Platinum
Rating 4.95
Number of reviews 40
First year providing advice 2013
Years of experience 10
Highest qualifications
- Graduate Diploma of Financial Planning (Advanced)
- Graduate Diploma of Financial Planning
- Fellow Chartered Financial Practitioner (FChFP)
Language spoken
- English

Consortium Private Wealth

24A Darlot Street
Horsham, VIC 3400

9:00am – 5:00pm Monday – Friday

Consortium Private Wealth

AFSL 495401

Ashley Rowan

Consortium Private Wealth

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