Rowan Jones
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Rowan Jones is an ASIC-registered financial adviser based in Perth, WA, dedicated to helping individuals and families achieve their financial goals. With a strong educational foundation including a Bachelor of Commerce from Curtin University (2003) and a Graduate Diploma of Applied Finance from FINSIA (2008), Rowan combines academic rigour with practical experience. He also holds FPC002B Ethics and Professionalism in Financial Advice from Kaplan (2019), demonstrating a commitment to upholding the highest ethical standards in his practice. Rowan is authorised to provide advice on a comprehensive range of financial products, ensuring tailored solutions for every client. This includes superannuation advice, insurance, wealth management, and retirement planning. He also has expertise in Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Rowan will work with you to create a holistic financial plan that addresses your specific needs and aspirations. • Superannuation advice and management • Comprehensive insurance solutions • Wealth creation and investment strategies • Retirement planning and income projections • Investment Life Insurance and Life Risk Insurance Ready to take control of your financial future? Contact Rowan today for a consultation and discover how he can help you achieve your goals.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Rowan Jones offer?
Rowan Jones specialises in superannuation advice, insurance solutions, wealth management strategies, and retirement planning. He provides comprehensive financial planning services tailored to your individual needs.
What qualifications does Rowan hold?
Rowan holds a Bachelor of Commerce from Curtin University, a Graduate Diploma of Applied Finance from FINSIA, and FPC002B Ethics and Professionalism in Financial Advice from Kaplan. These qualifications ensure he has the knowledge and ethical foundation to provide sound financial advice.
What can I expect during my first meeting with Rowan?
During your initial consultation, Rowan will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then outline potential strategies and solutions tailored to your specific needs, ensuring you are informed and comfortable every step of the way.
How does Rowan Jones stay up-to-date with the latest financial regulations and market trends?
Rowan is committed to ongoing professional development and regularly participates in industry training and seminars. This ensures he remains informed about the latest financial regulations, market trends, and investment opportunities, allowing him to provide the most current and relevant advice.
What is the process for developing a financial plan with Rowan?
The process typically involves an initial consultation, data gathering, analysis, plan development, implementation, and ongoing review. Rowan will work closely with you throughout each stage to ensure your plan remains aligned with your evolving needs and goals.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.