Rowan Allpass Location
Greystones, IE
Rowan Allpass Work
- 2024 - now Private Client Administrator @ Trust Matters Financial Planning
- 2023 - 2024 Sales and Client Manager - South East Ireland (Field-based) @ Xpress Health
- 2021 - 2023 Financial Planner @ Abbey Wealth
- 2021 - 2021 Pension Administrator (Fixed-term contract) @ Irish Life
- 2020 - 2020 Assistant Operations Manager @ Charlesland Golf Club
- 2017 - 2019 Business Development Consultant @ Momentum Financial Services Group
- 2013 - 2017 REGISTERED FINANCIAL PLANNER™ @ Momentum Financial Planning / Momentum Consult / FNB
- 2010 - 2013 REGISTERED FINANCIAL PLANNER™ @ Finlaw Consulting SA (Pty) Limited
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
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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