Our Team

 

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
  • Retirement planning
  • Financial planning
  • Investment planning
  • Superannuation
  • Wealth management
  • Debt management
  • Wealth protection
General advice I provide
  • Banking solutions
  • Estate planning
Qualifications
  • B.A. in Business from Heriot Watt University in Edinburgh.
  • Post graduate diplomas in Applied Finance & Investment and Financial Planning from the Securities Institute of Australia.
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.

 

 

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