Rowan started in the financial services industry in 1994 dealing specifically with Superannuation investments and insurance. Rowan also holds a Commerce (BComm) degree and is a member of the FPA as a Certified Financial Planner (CFP) Practitioner and the SMSF Association as a SMSF Specialist Adviser.

Download Rowan’s Financial Services Guide

Duncan has been in the financial planning industry since 1997. Prior to that, he held a role in commercial and corporate banking. Duncan has a Bachelor of Economics, is a Graduate from the Institute of Company Directors and is also a Justice of the Peace.

Download Duncan’s Financial Services Guide

David is responsible for the management of One Advisory Wealth Management. His role involves human resource management and development, training, licensee compliance, corporate governance and information technology.

Jawad commenced his financial services career in 2006, and has over 10 years’ experience working with clients who require solutions in areas such as superannuation, investments and insurance. Jawad has a Bachelor of Finance (BFin) Degree, a Diploma of Financial Planning, a Postgraduate Diploma in Global Wealth Management and is also a member of the Financial Planning Association of Australia (FPA). He always places great importance on continual learning and holds the highest designation within his profession of a Certified Financial Planner.

Download Jawad’s Financial Services Guide

Sophie joined the One Advisory Wealth Management team in March 2020 as an Administration Assistant. She has since recently completed her Bachelor of Finance (Financial Planning) at the University of South Australia. Sophie is a bubbly, easy going and professional individual who has an interest in learning about the world stock markets.

Soumi has a background in sales and marketing and is deeply passionate about the financial markets. With over 10 years of experience, he excels in building strong bonds and managing relationships across various geographies. Holding a Bachelor’s degree in Commerce and a Master’s in Management, Soumi has demonstrated expertise in new business development, relationship management, and client acquisition across diverse business sectors. He is committed to building lasting relationships based on trust, transparency, and mutual respect.