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Ross Curulli Authorised Representative of
Fitzpatricks Private Wealth Pty Ltd

Ross has worked extensively in banking and finance for the last 30 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 (Economics) (Charles Sturt)
  • Self-Managed Superannuation Funds

Areas of expertise

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

Strategic Financial Advice

Experience

  • Previously Managing Director of Hall Chadwick Financial Planning
  • Senior Adviser MLC/NAB Private Client Services

Contact details

Ross Curulli

+61 2 9133 9500

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Level 3, 30-32 South Steyne, Manly NSW 2095

(02) 9133 9500 - Fax: (02) 9133 9501

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