Ross Curulli Authorised Representative of
Fitzpatricks Private Wealth Pty Ltd
Ross has worked extensively in banking and finance for the last 31 years and began Financial Planning in 1998. He has also been a Certified Financial Planner CFP® since 2003. His strengths lie in developing dynamic and sound strategies for high net worth individuals with special detail for ongoing service.
Ross looks forward to utilising his financial expertise, leadership and organisational skills to maximise the quality of service available to all his clients. Ross’ clients benefit from a highly personalised approach and an adviser focussed on building a strong and enduring relationship.
Ross specialises in the development and implementation of superior investment, superannuation and insurance strategies. He works one on one with his clients to help them establish their goals and dreams and then facilitate their realisation. His encompassing range of services can be tailored to suit clients’ individual circumstances and objectives and he is committed to serving clients in their journey to long term wealth and prosperity.
Qualifications/Memberships
- Certified Financial Planner CFP®
- Diploma of Financial Planning (Deakin)
- Bachelor of Business (Charles Sturt)
- Self-Managed Superannuation Funds
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)
Strategic Financial Advice
Key Person Insurance Strategies
Experience
- Previously Managing Director of Hall Chadwick Financial Planning
- Senior Adviser MLC/NAB Private Client Services
Testimonials
“Ross Curulli has been our financial adviser for 13 years. He’s seen us successfully through tumultuous economic times with our self managed superannuation fund and more recently to advise on transition to retirement. He is both professional & friendly & is always prompt with answering all enquiries regarding our investments. We’ve recommended his services to family members & wouldn’t hesitate doing the same for others.
– Kim & Frank, Speech Pathologist & Purchasing Manager
“Ross Curulli has been our financial adviser since 2006, covering financial matters such as superannuation strategies and estate planning across all areas of our complex financial situation, helping us to feel comfortable with the big picture. We have found him to be very knowledgeable, available and professional. We highly recommend his services.”
– Terry and Susan, Retirees
“10 years ago the financial investment industry was a landscape that I had no knowledge or experience to enable me to navigate my finances toward. Fortunately, a client of Ross’ who remains current to this day, introduced me to him and so our association and my financial investment portfolio began. I’ve been guided by his expertise, which has resulted in an association that has benefited both my ‘bottom line’ and my confidence in my financial future, going into retirement. He has always combined both a professional and very personal approach in all aspects of our dealings and any financial questions needing explanations or answers are just a friendly informative phone call away.”
– Lauren, Teacher’s Aid
“Ross has over the course of 10 years provided excellent financial service for us; we can recommend his business model to anyone seeking good financial management. He has always been honest and reliable in all matters relating to our finances and relationship.”
– John and Lesley, Retirees
“I have known Ross Curulli since approximately 2007 when he was introduced to me by my accountant for the purpose of providing financial advice and investment strategies for my superannuation fund.
Since that time Ross has provided not only financial advice and investment strategies for my self-managed superannuation fund but he has also provided advice in relation to my personal investments as well as my personal insurances.
In more recent times Ross has provided advice through his practice “Fitzpatricks Private Wealth Northern Beaches”, which I understand is an authorised representative of Fitzpatricks Private Wealth. I have come to know Ross reasonably well and I have met his wife, Lisa.
I have found Ross to be honest, trustworthy and straightforward with his advice. One of the things that have impressed me about Ross is that he does not make unrealistic promises nor does he exert pressure to adopt a particular investment strategy. His advice has always been measured, well thought out, and supported by past performance. In my experience, his advice has been reliable and my investments, both superannuation and personal, have benefited accordingly.
Ross has overseen the growth of my superannuation fund and personal investments in a manner that has made me comfortable and relaxed. His advice is based on an overall investment strategy which incorporates superannuation investments, personal investments and personal insurances to ensure that not only I am protected but also to ensure that my family are protected in the event that anything should happen to me.
I have the utmost respect for Ross and I would not hesitate in recommending Ross’ services to anyone who is seeking financial advice.”
– Ian, Barrister
Ross Curulli
+61 2 9133 9500
Request a meetingFitzpatricks Private Wealth, Northern Beaches
Level 3, 30-32 South Steyne, Manly NSW 2095(02) 9133 9500 - Fax: (02) 9133 9501
