Robert Ross Authorised Representative of
Fitzpatricks Private Wealth Pty Ltd

Rob helps his clients by providing personal guidance through the complexities of investments and the key financial and personal risks that can impact their lifestyle goals.

Rob has Bachelor Degrees in Law and Accounting (UNSW), a Graduate Diploma in Applied Finance and Investment and an Advanced Diploma in Financial Services (Financial Planning).

Qualifications/Memberships

  • Bachelor of Laws (UNSW)
  • Bachelor of Commerce (Accounting & Finance UNSW)
  • Graduate Diploma in Applied Finance and Investment
  • Advanced Diploma in Financial Services (FP)
  • Advance Strategies for SMSF accreditation

Areas of expertise

Investment and Portfolio Construction

Retirement Planning and Pensions

Estate Planning

Asset Protection and Business Structures

Business Succession

Insurance advice for individuals and business owners

Self Managed Superannuation Funds (SMSF)

Personal Injury and Medical Negligence Claims

Superannuation

Tax Effective Wealth Strategies

Wealth Creation

Small to Medium Enterprises (SME)

Debt Management

Divorce and Financial Settlements

Strategic Financial Advice

Centrelink Benefits

Key Person Insurance Strategies

Experience

  • 15 years Financial Advice
  • Banking, finance and portfolio management
Contact Details
Robert Ross

02 9248 8078

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Level 9, 10 Spring Street Sydney NSW 2000

02 9248 8078

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Contact Robert Ross

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