Experience

Rowland Financial Advisory

• Australia
• Financial Services
• 1 - 100 Employee

• Principal | Senior Adviser

  • Jul 2013 - Present

  In my role as Principal at Rowland Financial Advisory I am responsible for the day to day management and operations of the company while continuing to service and provide advice to our client base. Both roles are very rewarding and I look forward to learning new things each day that I can put to use with my clients and also continue to grow our business. Visit our company page to see the services we provide. In my role as Principal at Rowland Financial Advisory I am responsible for the day to day management and operations of the company while continuing to service and provide advice to our client base. Both roles are very rewarding and I look forward to learning new things each day that I can put to use with my clients and also continue to grow our business. Visit our company page to see the services we provide.



Whittaker Macnaught

• Cotton Tree, Maroochydore

• Senior Adviser | Adviser Council Chairman

  • Mar 2006 - Jun 2013

  As a senior adviser with Whittaker Macnaught I provided advice across the areas of wealth accumulation, life insurance, retirement planning and aged care. Ongoing reviews are also provided as a means of helping clients meet their lifestyle and financial goals and ensure that existing strategies remains suitable for their needs. On a personal level I was twice awarded the title of Adviser of the Year for both 2012 and 2013. During my time here I was also a member of the Adviser Council, of which I became Chairman. This leadership position, held in one of the leading advice businesses in Australia, was both challenging and rewarding. During a period which saw significant change within the Financial Planning Profession and very challenging financial and economic conditions worldwide, some great initiatives were put in place through this council and with the help of management we had a positive impact on the provision of advice within this business. Show less



Commonwealth Bank

• Australia
• Financial Services
• 700 & Above Employee

• Financial Planner

  • Apr 2000 - Mar 2006

• Customer Service Representative

  • Feb 1998 - Apr 2000