Meet the team

We look forward to meeting you in person

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Rowan Wadley

Authorised Representative of Consultum / CFP® / LRS® / Dip FP / JP

Rowan is a Director of Investment and Insurance Centre and a senior financial planner. Rowan commenced in the financial services industry in 1998 and in this time has successfully completed his Diploma of Financial Planning.

Rowan has also been awarded the accreditation of CERTIFIED FINANCIAL PLANNER® (CFP®) by the Financial Planning Association of Australia (FPA) and is a Life Risk Specialist LRS®. Rowan is also a member of the FPA and a Justice of the Peace (JP).

Download: Rowan's Adviser Profile
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Tracey Nuttall

Authorised Representative of Consultum / GradDipFinPlan / AFP® / JP / MFinPlan

Tracey is employed by Investment and Insurance Centre as a senior financial planner. Tracey commenced in the financial services industry in 2008 and in this time has successfully completed her Graduate Diploma of Financial Planning and Masters of Financial Planning.

Tracey is a Financial Planning AFP member of the FPA and a Justice of the Peace (JP) member.

Download: Tracey's Adviser Profile
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Shirlee Davies

Paraplanner / Dip FS (FP) / JP

Shirlee is employed by Investment & Insurance Centre as a Paraplanner. She commenced in the financial services industry in 2012 and has successfully completed the Advanced Diploma of Financial Planning and is a Justice of The Peace. Shirlee assists the advisers and arranges regular review appointments with our clients.

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Rebecca O'Neill

Administration Officer

Bec joined the team in 2010, as an Administration Officer. She works closely with advisers to implement client strategies and follow up where required. Bec has regular contact with our valued clients.

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Jessica Chew

Front of House Administration Officer

Jess joined the team in 2012 as the front of house Administration Officer. Jess has regular contact with our valued clients in the office or on the phone, and provides administration assistance to the advisers.

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Jane Wadley

Accounts Payable

Jane joined the team in 2014 in an accounts payable role, and offers support to the staff as required.