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
Robert Ross
02 9248 8078
Request a meetingRoss Financial Advisers
Level 9, 10 Spring Street Sydney NSW 200002 9248 8078
