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 and also his Graduate 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 a CFP member of the Financial Advice Association of Australia (FAAA) and a Justice of the Peace for NSW (JP).

Rowan sees clients in our Wagga office plus travels regularly to Deniliquin, Albury, Dubbo and Ariah Park regions to service our clients.

Rowan is married to Jane with three teenage children who are all heavily involved in sport. He loves watching them all play when he can and has been involved with coaching football, girls football and softball over the years. He remains actively involved in the Wagga Tigers football club who he has been involved with since 1992. Unfortunately for him he is also a keen supporter of the St Kilda football club and hopes to one day see them win their second premiership.

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 Master of Financial Planning. Tracey has also been awarded the accreditation of CERTIFIED FINANCIAL PLANNER® (CFP®) by the Financial Planning Association of Australia (FPA), is a CFP member of the Financial Advice Association of Australia (FAAA) and a Justice of the Peace for NSW (JP).

Tracey sees clients in our Wagga office plus travels regularly to Cootamundra, Junee, Albury and Griffith regions to service our clients.

On weekends Tracey can be found in her veggie garden or cooking up a storm in the kitchen using fresh ingredients. Tracey loves good food, good wine and good company. Tracey and her partner Ben love to travel and seek adventures around the world.

Justin is employed by Investment and Insurance Centre as a Financial Planner. Justin commenced in the Financial Services industry in 2002, holding a number of roles in Banking and Finance, before joining Investment and Insurance Centre in 2018. Justin has completed a Bachelor of Business (Finance), Diploma of Financial Planning and also his Graduate Diploma of Financial Planning. Justin is a Financial Planning AFP member of the Financial Advice Association of Australia Limited (FAAA) and a Justice of the Peace for NSW (JP).

Justin sees clients in our Wagga office plus travels regularly to Deniliquin, Temora and Ariah Park regions to service our clients.

Justin can be found following his daughters around the sporting arena on weekends, being a tragic Sydney Swans and Parramatta Eels supporter, and is part owner of the occasional slow race horse.

Shirlee is employed by Investment & Insurance Centre as our Paraplanner. She commenced in the financial services industry in 2012 and has successfully completed her Advanced Diploma of Financial Planning and is a Justice of The Peace (JP). Shirlee assists the advisers in preparing advice documents and research as well as assisting our valued clients with their Centrelink needs.

Shirlee loves to bake and often arrives at the office on Monday mornings with cupcakes, cakes and cookies for us to try from her weekend cooking adventures. Shirlee values the importance of family and she and her husband are in between nudging their last child out of the nest and waiting to be blessed with grandchildren.

Bec joined the team in 2010 quickly working her way up to a Senior Administration role. She works closely with Rowan to implement his client strategies and provides support to Tracey and Justin. Bec provides a valuable service to our clients and is the first point of contact for Rowan’s clients.

Bec adores her two kids, two nieces and values family above all else. On weekends and after work Bec can be found at the local sporting grounds cheering on her kids in their various sporting events. Bec is driven by her savings goals with the aim of going on weekends away or longer overseas travel.

Bree joined the team in 2021, in an Administration role. She works closely with Tracey and Justin to implement client strategies and provides administration support to Rowan. Bree has regular contact with our valued clients arranging appointments.

Bree likes taking her two huskies, Krash and Bella on walks and likes to socialise with friends and family on the weekends.

Jane joined the team in 2014 in an accounts payable role and offers support to the team as required.  She has enjoyed the change in industry, working prior in the Early Childhood sector.

Jane loves that her children are involved in multiple sports, and wears many hats within the Football, Netball and Softball communities.

Jane and her family are enjoying being able to travel again!

“We make a living by what we get, but we make a life by what we give”  Winston Churchill