About
Ross has been a financial adviser for over 26 years.
He joined Fitzpatricks Private Wealth in 2015 as a business principal , after three decades working within the banking and financial planning sector where he held senior positions.
Ross utilises his financial expertise and strong organisational skills to deliver exceptional service and advice, and collaborates with his clients to achieve their long-term lifestyle and financial goals.
He specialises in the development, implementation and ongoing management of dynamic, customised superannuation, investment and insurance strategies for high-net-worth individuals and families.
Ross is a Certified Financial Planner (CFP) and member of the Financial Advice Association Australia (FAAA). He holds a Bachelor of Business and Diploma of Financial Planning.
Qualifications & Memberships
- Financial Advice Association Australia (FAAA)
- SMSF Association
- Bachelor of Business Studies – Charles Sturt University
- Margin Lending and Geared Investments – Kaplan Professional
- Certified Financial Planner – FPA
- Diploma of Financial Planning – Deakin University
- Self-Managed Superannuation Funds – Kaplan Professional