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Ashley Rowan

 Ashley Rowan

Share profile:
24A Darlot Street
Horsham
VIC
3400
AU

Overview CONTACT THE ADVISER

Ashley Rowan Ashley Rowan

total Reviews

14

Experience

5yrs

Status

Silver

Overall Adviser Rating

76

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

Consortium Private Wealth
Consortium Private Wealth

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

CONSORTIUM PRIVATE WEALTH
CONSORTIUM PRIVATE WEALTH
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Centrelink BenefitsCentrelink Benefits
Household BudgetingHousehold Budgeting
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Aged CareAged Care
My fees
  • Free Initial Consultation
  • Free General Advice

Link to my full pricing can be found in my Financial Services Guide

Latest Customer Reviews (3 of 14 total)See all

"Ashley was very helpful with general information regarding asset management for the family in regard to an aged parent entering care accommodation. I was impressed with his knowledge and easy way of explaining a complex process!"

Daphne, 65+ 1 Aug 2018

"Ashley was very professional and friendly and answered all questions posed in relation to aged care and associated areas in relation to care of my father. I left the appointment with my mind at ease and a clear path of direction. Highly recommend "

Lee, 46-55 27 Jul 2018

"Professional approach with explanations presented that were easy to understand. Max 3400"

Max, 56-65 21 Mar 2018

History & Qualifications CONTACT THE ADVISER

Awards
  • No award found
Years of experience
  • 5 years total experience

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

24A Darlot Street, Horsham
VIC 3400 Australia

Office hours

Monday:   9AM to 5PM
Tuesday:   9AM to 5PM
Wednesday:   9AM to 5PM
Thursday:   9AM to 5PM
Friday:   9AM to 5PM

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 99% Average Reviews
  • 14 Total Reviews
Daphne, 65+01 Aug 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Ashley was very helpful with general information regarding asset management for the family in regard to an aged parent entering care accommodation. I was impressed with his knowledge and easy way of explaining a complex process!"

Lee, 46-5527 Jul 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Ashley was very professional and friendly and answered all questions posed in relation to aged care and associated areas in relation to care of my father. I left the appointment with my mind at ease and a clear path of direction. Highly recommend "

Max, 56-6521 Mar 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Professional approach with explanations presented that were easy to understand. Max 3400"

Glenda, 56-6513 Mar 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Ashley was very informative and professional in his discussion with myself and family members, with regard to financial options in aged care for my elderly mother."

Noella, 56-6501 Sep 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Professional advice to help us understand the complex aged care system"

Juli, 56-6515 May 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Ashley's clear advice and respectful manner has enabled our parents to understand and successfully navigate the many complexities related to planning for the later years of life and aged care, and to organise their finances in a way that gives them good options, financial security, peace of mind and the ability to retain the family home."

Ashley , 35-4524 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Ashley was very clear and concise. He put our minds at ease about our parents financial position."

Ian , 56-6518 Jul 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Very friendly and helpful."

Jeff, 56-6523 Oct 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Ashley assisted our mother to settle into aged care. He was very professional with his advice and went above and beyond to assist Mum. We are very satisfied with Ashley and would have no hesitation in recommending him to others."

Peter, 56-6503 Sep 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Ashley was able to get us on track in helping my parents manage the transition to a nursing home. Much appreciated."

Glenis, 65+28 Jul 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I found Ashley to be an effective communicator and very understanding of my needs."

Maureen, 46-5526 Jul 2015
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
75%

"Very efficient and knowledable with a friendly approach in helping with parents aged care requirements. "

wendy, 46-5522 Jul 2015
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
75%

"Ashley helped me to work through the maze of funding life in the aged care facility and the best strategies to put in place with out eroding any savings my Dad had accumulated "

Helen, 46-5521 Jul 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Ashley provided us with very valuable and timely financial advice when our mother moved in an aged care facility as a permanent resident. The information has assisted us to ensure that Mums existing assets are protected and that she is receiving the maximum Centrelink benefits that she is eligible for. Helen 3400"

1
       

Vouch for & Skills Ranking CONTACT THE ADVISER

1

Number of advisers who vouch for the integrity of this adviser

1

CONSORTIUM PRIVATE WEALTH PTY LTD

Top 5 Skills (as rated by customers)


#1
Aged Care
STRENGTH
13
Customers

#2
Centrelink Benefits
STRENGTH
1
Customers

#2
Managing Debt
STRENGTH
1
Customers

#2
Savings Investment
STRENGTH
1
Customers

x

Overall rating

76%

Ashley Rowan

Company: Consortium Private Wealth

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Ashley Rowan is a member of and in what capacity, the licensee or company of Ashley Rowan and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Ashley Rowan (see report card scoring)

Qualifications: 75%

Compliance: 57%

Experience: 50%

Quality of Advice: 0%

Customer Satisfaction: 0%