Rowan Allpass Email
Private Client Administrator @ Trust Matters Financial Planning
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Rowan Allpass Location
- Greystones, IE
Rowan Allpass Work
- Private Client Administrator @ (July 2024 - Present)
- Sales and Client Manager - South East Ireland (Field-based) @ (November 2023 - June 2024)
- Financial Planner @ (August 2021 - October 2023)
- Pension Administrator (Fixed-term contract) @ (March 2021 - July 2021)
- Assistant Operations Manager @ Charlesland Golf Club (March 2020 - December 2020)
- Business Development Consultant @ Momentum Financial Services Group (October 2017 - November 2019)
- REGISTERED FINANCIAL PLANNER™ @ Momentum Financial Planning / Momentum Consult / FNB (October 2013 - November 2017)
- REGISTERED FINANCIAL PLANNER™ @ Finlaw Consulting SA (Pty) Limited (August 2010 - September 2013)
Rowan Allpass Education
- Life Insurance Association in Ireland (LIA)
Qualified Financial Adviser (QFA) (Finance, General)
2020-2021 - Financial Planning Institute (SA)
National Certificate: Wealth Management (Financial Planning and Services)
2008-2009 - Damelin Management School
Higher Certificate (Business Administration and Management, General)
2001-2002 - Institute of Bankers in South Africa
Diploma (Marketing)
2001-2002
Rowan Allpass Skills
- Retirement Planning
- Income Protection
- Retirement
- Wealth Management
- Pensions
- Strategic Financial Planning
- Critical Illness
- Wealth
- Fixed Annuities
- Investments
- Investment Advisory
- Estate Planning
- Life Insurance
- Personal Financial Planning
- Financial Advisory
- Insurance
- Term Life Insurance
- Disability Insurance
- Unit Trusts
- Asset Allocation
- Investment Strategies
- Portfolio Management
- Financial Planners
- Financial Planning
- Public Speaking
- Finance
- Financial Analysis
Rowan Allpass Summary
- Rowan Allpass, based in Greystones, IE, is currently a Private Client Administrator at Trust Matters Financial Planning. Rowan Allpass brings experience from previous roles at Xpress Health, Abbey Wealth, Irish Life and Charlesland Golf Club. Rowan Allpass holds a 2020 - 2021 Qualified Financial Adviser (QFA) in Finance, General @ Life Insurance Association in Ireland (LIA). With a robust skill set that includes Retirement Planning, Income Protection, Retirement, Wealth Management, Pensions and more. Rowan Allpass has 1 emails on RocketReach.
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