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Ross Financial Advisers
At Ross Financial Advisers, we are passionate about building long-term relationships and providing you with a personal and structured service. We approach a financial plan as a lifelong strategy and we take pride in giving you the ongoing care you deserve. Robert Ross has over 15 years experience in the finance industry. He has previously… -
Matthew Eccles
Matthew fell in love with financial planning at a young age as he saw the impact that small precise financial decisions can make. The ability to identify and act on the right opportunities at the right time can forever change the trajectory of one’s future. Furthermore, the ability to implement both ethical and efficient financial… -
Ross Curulli
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… -
John Potkonjak
John is passionate about helping clients get financially well-organised so they can maximise the most meaningful financial outcomes in their lives. He provides customer centric financial advice to individuals and families and specialises in advising senior executives, medical specialists, professionals, business people and retirees. John brings a fresh approach to financial advice which is highly-personalised and… -
Sidney Lim
Understanding that every client is unique, and that wealth means more than just having money, Sidney’s driving force is to help his clients achieve their financial and life goals. Managing financial matters can be extremely complex, both in time and cost, and while some are adept at managing their own financial affairs, Sidney’s clients realise… -
David Cuff
David is passionate about guiding his clients in developing a plan to achieve their lifestyle and financial goals and seeing the positive impact this has on their lives. He believes that the right advice can help them build personal wealth and achieve their lifestyle and financial goals, as well as helping to protect those who… -
George Apostolou
George is motivated in providing personalised financial advice and making positive impacts to his client’s lives and financial affairs. George has developed longstanding and prosperous relationships with his clients and has helped them to implement appropriate strategies to preserve their capital, grow their wealth and ensure their family wealth is maintained. As an adviser, George… -
Fitzpatricks Private Wealth GCDA
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Fitzpatricks Central West
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Markson Financial Planning Pty Ltd
At Markson, we are not interested in speculation, second-guessing the market, or chasing quick returns. Instead, we utilise a very measured and research-based methodology that looks at where you are now, and where you want to be in the future, taking into account your life stage, financial circumstances and future goals. With this understanding in…
