Dunedin
Rowan has been a Financial Adviser (formerly known as an Authorised Financial Adviser) since 2005. He is a member of Financial Advice New Zealand (FANZ) earning the ‘Trusted Adviser’ mark and meets the ongoing requirements of the Financial Markets Authority (FMA).
Rowan is passionate about delivering tailor made solutions to his clients through professional quality advice in Personal and Business Insurance, KiwiSaver and Investment.
Rowan’s previous experiences in hospitality and living overseas have seen him develop a personable approach through listening and understanding clients individual needs. He is then able to communicate a tailor-made plan, in easy to understand terms, making the sometimes complex experience a simplified one.
Rowan has gained respect from his peers and clients alike receiving repeated referrals from existing clients and professional relationships he holds.
Rowan has two daughters with wife Sonya, who works alongside Rowan. He enjoys travel, fitness activities and spending time with his family.
Physical Address:
Level 6, John Wickliffe House, 265 Princes Street, Dunedin