Rowan Kimpton
Financial Adviser
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About
Rowan Kimpton is an ASIC-registered financial adviser dedicated to helping clients in Geelong West and beyond achieve their financial goals. With a Diploma of Financial Planning obtained from the Financial Planning Association of Australia in 2003, and further studies including a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited in 2022, Rowan possesses a strong foundation of knowledge and experience. Rowan holds specialist accreditations in margin lending and self-managed superannuation funds, ensuring clients receive informed and tailored advice. Rowan is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, and wealth management strategies, to retirement planning, ensuring a holistic approach to your financial wellbeing. Key services include: • Superannuation advice • Insurance solutions • Wealth management • Retirement planning • Investment advice Whether you're planning for retirement, seeking to grow your wealth, or require expert guidance on insurance, Rowan can help. Contact Rowan today to arrange a consultation and take control of your financial future.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Rowan Kimpton provide?
Rowan Kimpton specialises in superannuation advice, insurance, wealth management, and retirement planning. He can also provide advice on investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities.
What qualifications does Rowan Kimpton have?
Rowan holds a Diploma of Financial Planning from the Financial Planning Association of Australia, certifications in Margin Lending and Self Managed Superannuation Funds from Kaplan Professional, and a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.
How does Rowan Kimpton approach financial planning?
Rowan takes a holistic approach to financial planning, focusing on understanding your individual circumstances and goals to develop a tailored strategy that meets your needs.
What can I expect during my first meeting with Rowan?
During your initial consultation with Rowan, you can expect to discuss your current financial situation, your goals, and your risk tolerance. This will help Rowan understand your needs and develop a suitable financial plan.
How can Rowan help me plan for my retirement?
Rowan can provide comprehensive retirement planning advice, including strategies for maximising your superannuation, generating retirement income, and managing your investments to ensure a comfortable retirement.
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