What are you looking for?

      About Uschevron down

      Are You Looking For A Financial Advice?

      • Cash flow management
      • Estate planning
      • Managed funds
      • Retirement planning
      • Risk management
      General Info

      Our mission is to coach & empower our clients by assisting them to achieve their financial & lifestyle goals.

      Andrew Rowan Wealth Management is a privately owned, boutique Financial Planning Practice located in Ballarat. Andrew Rowan Wealth Management was born out of a commitment to provide a specialist niche financial planning and wealth management business.

      * Cash Flow Management * Risk Management * Superannuation Advice * Self Managed Superannuation (SMSF) * Retirement Planning * Direct Share Investments * Managed Funds * Estate Planning * Strategic Planning * Tax Planning

      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 suitable for their personal needs.

      Quite simply, we help people achieve their lifestyle goals by helping them better manage their financial affairs. In doing so we provide advice across all aspects of your financial requirements.

      Accreditations
      Accreditation badgeAFSL Holder No. 284901Accreditation badgeCertified Financial Planner
      Email
      Extra Phones
      (08) 6280 2895(03) 5331 5234
      Payment method
      cash
      Established
      1992
      ABN
      28 079 653 768
      Staff
      1-10
      Service Notes
      Open Monday to Friday
      Other Links
      Other Email

      Category
      Financial Planning
      Licenses
      Legal ID: Retirement planning
      FAQschevron down

      What experience do you have?

      Andrew Rowan first began providing financial planning advice in partnership as a licensed representative (proper authority holder) in 1992. Since 2001 he has operated under his own licence.

      What qualifications do you have?

      Andrew Rowan is a Certified Financial Planner, and holds a Diploma of Financial Planning.

      When is the best time to start planning?

      Now! it is never too late or too early to start, in fact the sooner you start the better off you will be in the future.

      What does it cost to talk to you?

      Your first meeting is both cost and obligation free. During that meeting we will determine whether or not we will be able to help you, and provide you with some indication of how much our fees are likely to be in your situation.

      How can I contact Andrew Rowan Wealth Management by phone?

      You can contact Andrew Rowan Wealth Management on (03) 5331 6550.

      Where is Andrew Rowan Wealth Management located?

      Andrew Rowan Wealth Management is located at 305 Dana Street, Ballarat Central, VIC 3350.

      How can I email Andrew Rowan Wealth Management?

      You can email Andrew Rowan Wealth Management at [email protected].

      Does Andrew Rowan Wealth Management have a website?

      Yes. You can visit Andrew Rowan Wealth Management online at http://www.arwm.com.au.

      What are the opening hours for Andrew Rowan Wealth Management?

      The opening hours for Andrew Rowan Wealth Management are Mon - Fri: 9:00 am - 6:00 pm.

      What type of business is Andrew Rowan Wealth Management?

      Andrew Rowan Wealth Management is listed under Financial Planning.

      What payment methods does Andrew Rowan Wealth Management accept?

      Andrew Rowan Wealth Management accepts cash.

      Is Andrew Rowan Wealth Management on social media?

      Yes. You can follow Andrew Rowan Wealth Management on Twitter.