About

Ross has been a financial adviser since 1981.

In 1999, he co-founded boutique advisory group, Rothgard Financial Planners, and joined Fitzpatricks in 2022.

Ross has dedicated his professional life to helping his clients set and achieve goals.

He has also been a passionate advocate for raising professional standards in the financial advice industry, culminating in Ross being appointed President of MDRT in 2019, the largest Financial Planning Association in the world, with membership in excess of 80,000.

His work has seen him speak at events around the world and receive numerous awards and accolades.

Ross specialises in holistic advice, spanning superannuation, investments, personal and business insurance, and retirement planning.

Ross is a Certified Financial Planner (CFP) a member of the Financial Advice Association Australia (FAAA) and a Life member of MDRT. He is also a Self-managed Superannuation Fund Specialist Adviser and a member of the SMSF Association.

He holds a Diploma of Financial Planning.

Qualifications & Memberships

  • Financial Advice Association Australia (FAAA)
  • SMSF Association – Specialist Member
  • Diploma of Financial Services (Financial Planning) – Deakin University
  • SMSF Specialist Advisor – SMSF Association
  • Margin Lending – Kaplan Professional
  • Ethics and Professionalism in Financial Advice – Kaplan Professional