Steve Ross
Director
Principal Adviser
The Ross Wealth Management Group was founded to provide clients with highly professional, personalised wealth management advice and solutions.
Steve has worked for over a decade in banking, consulting, financial planning and wealth management both in Australia and overseas. He gained his experience with global financial giants such as Goldman Sachs JBWere, Macquarie Bank, AMP and Standard Life.
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 fifteen years experience working in the Financial Services Industry
Memberships and Associations:
- Member of the Financial Planning Association of Australia.
Experience:
- Steve has a natural ability to help identify the key elements of clients financial or lifestyle goals and work in partnership with them to formulate the best ways to realise them.
- He has a deep understanding of financial markets and many years' experience advising individuals, charities and family groups with regards to investing across the full spectrum of asset classes.
