Steve Ross
Director
Principal Adviser
The Ross Wealth Management Group was founded to provide clients with highly professional, personalised wealth management advice and solutions.
I have worked for over twenty years in banking, consulting, financial planning and wealth management both in Australia and overseas. My experience has been gained with global financial companies such as Goldman Sachs JBWere, Macquarie Bank and Standard Life.
I am a proud father to three daughters and when not working, can often be found hiking in the beautiful national parks of New South Wales.
Advice I specialise in includes:
- Retirement planning
- Financial planning
- Investment planning
- Superannuation
- Wealth management
- Debt management
- Wealth protection
General advice I provide:
- Banking solutions
- Estate planning
Qualifications:
- (BA) Business Organisation - Heriot Watt University, Edinburgh
- Graduate Diploma of Applied Finance & Investment - Securities Institute of Australia
- Graduate Diploma of Financial Planning - Securities Institute of Australia
- I have in excess of twenty years' experience working within the Financial Services industry
Experience:
- I assist a broad range of successful clients, including professionals, business owners and those approaching, or in retirement. My clients are often time poor and I’m passionate about ensuring they can have the lifestyle they want and spend their time on what matters most to them.
