Find Financial Adviser AUAdd your business
← Back to Ballarat
Andrew Rowan Wealth Management

Andrew Rowan Wealth Management

4.6(9 reviews)See reviews ↓·Ballarat

About the company

Andrew Rowan Wealth Management operates as a financial advisory practice in Ballarat, trading under the legal entity Dunbar House Financial Services Pty Ltd. The business has been operating for over 30 years and holds Australian Financial Services Licence (AFSL) No. 284901. The team comprises Andrew, Alex, Zhael, Jeanette, and Georgia. Andrew is a financial adviser who provides retirement strategy, home ownership planning, and general financial guidance. The business provides financial planning and advice services.

What customers say

Based on genuine customer reviews

People planning for retirement, building share portfolios, running self managed super funds and arranging insurance through this Ballarat practice describe a consistent experience built on honest and unbiased advice, with several noting they had previously searched for a planner who listened and understood them rather than pushing particular products. Andrew Rowan is repeatedly named as knowledgeable, approachable and genuinely invested in his clients' current and future circumstances, taking the time to make complex financial planning and superannuation matters simple.

Those with decades-long relationships describe advice that remained steady through market ups and downs, helping them maintain positive portfolio performance, and highlight a fee for service model regarded as fair. Reliability and personal service come through strongly, with the wider team also praised for being responsive and pleasant to deal with.

Longstanding clients point to honesty and accountability as the reasons for their continued trust, while newer clients note that time is taken to ensure every aspect of their finances is properly understood and that investment decisions feel straightforward. The recurring theme is of a practice that tailors its approach to each family's circumstances and stays engaged well beyond the initial meeting, making insurance, superannuation and investment planning easier to navigate.

Andrew Rowan Wealth Management — Customer photo

Reviews

Reviews are taken from publicly available sources.

SB
Stephen Bott23 March 2026
LQ
Lucy Quartermain3 September 2022

When we met Andrew nearly 19 years ago we had shopped around for a financial planner who listened, understood us and wasn't aligned with any particular product. We wanted solid and unbiased advice. Well we got all of that plus so much more with Andrew! Andrew listens to what it is we want our lifestyle to be and he works hard to get us there. From share portfolios, to super, self managed superfunds, investments, business purchases, insurance, budgets, Andrew has delivered so much for myself and my husband. He takes an interest in our family and what we do. His advice is very practical and he explains it very well so that we truly understand what it is we are trying to achieve and exactly how we will achieve. We have ticked some big goals in out finances and I know it is because of his advice. If you are looking for some solid financial advice to deliver your long term goals i truly recommend that you speak to Andrew.

JW
James W2 September 2022

Andrew has provided and continues to provide me with consistently honest and sound advice. Andrew always takes the time to ensure I understand everything regarding my finances.

KB
Ken Buckley8 December 2021

Sadly one star is one to many..Trying to resolve a case but communication and updates are not very forthcoming.

SM
Stephen McKenzie4 September 2021

Andrew and his team have been providing my wife and I, sound , unbiased and reliable financial advice for more than 25 years. Andrew's professional and personalized advice through the many ups and downs of the last years, has enable us to maintain a positive portfolio performance during these challenges. His attitude towards honesty and accountability has earned our unwavering trust in the management of our financial affairs. A fee for service profile, for advice and management, has ensured that we have not been given advice that would direct commissions from companies with a less than altruistic philosophy to their style of product management. We are looking forward to retirement in the knowledge that our financial position will ensure a very comfortable lifestyle. Thank you Andrew and team Steve

J
JB26 August 2021

I don't often take the time to write google reviews, but when an people like Andrew and the team at ARWM continue to go out of their way with genuine empathy, respect and an understanding of my family's needs its pretty easy to take the time to write a review. Thank you for 15 years of support and for making the complexities of financial planning, insurance and superannuation simple.....

GS
Glenn Sharp26 August 2021

Andrew Rowan Wealth Management look after my Self Managed Super Fund and Share Investments. Andrew's knowledge of markets, Wealth Management and Retirement Planning are first class. His Investment philosophy has made investing simple and allows me to sleep well at night without worrying

Financial advisers & planners in Ballarat compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Ballarat are compared.

RankProviderRatingReviewsOpen Sat.
1Butler Chartered Accountants & Financial Planning★ 5,012No
2Woodward Nhill Financial Planning★ 5,04No
3Viridian Advisory Ballarat★ 5,03No
4MOR Financial Planners★ 5,02No
5Blue Financial Ballarat | Retirement Planning★ 4,956No
12Andrew Rowan Wealth Management (this page)★ 4,69No
Contact
+61353316550www.arwm.com.au1311 Sturt St, Ballarat Central VIC 3350
Working hours
Monday09:00–17:30
Tuesday09:00–17:30
Wednesday09:00–17:30
Thursday09:00–17:30
Friday09:00–17:30
SaturdayClosed
SundayClosed