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