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Robert Ross Authorised Representative of
Fitzpatricks Private Wealth Pty Ltd

Rob has over 20 years experience in Finance and Industry and has enjoyed management roles in Banking and Funds Management in Sydney and London. In more recent years, Rob gained invaluable experience in comprehensive advice as the General manager of the family office for a wealthy family in Sydney. Rob established Ross Financial Advisers in 2006.

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

Personal Injury and Medical Negligence Claims

Asset Protection and Business Structures

Business Succession

Estate Planning

Insurance advice for individuals and business owners

Retirement Planning and Pensions

Self Managed Superannuation Funds (SMSF)

Superannuation

Tax Effective Wealth Strategies

Wealth Creation

Small to Medium Enterprises (SME)

Debt Management

Investment and Portfolio Construction

Divorce and Financial Settlements

Strategic Financial Advice

Centrelink Benefits

Key Person Insurance Strategies

Experience

  • 15 years Financial Advice
  • Banking, finance and portfolio management

Testimonials

“After we retired, Rob carefully assessed our needs and wants and chose a portfolio of investments which suited us very well. These investments prospered. When the GFC hit, we were better prepared than most. And now, 10 years after Rob first advised us, we are able to enjoy our later years in comfortable financial circumstances.”

Ray and Rosalie Daw

Contact details

Robert Ross

02 9248 8078

Request a meeting
Level 9, 10 Spring Street, Sydney NSW 2000

02 9248 8020

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