Hi!
I'm Ross. I grew up here on the Central Coast, and live locally with my wife and 2
children. I've been a Financial Adviser for over 20 years, having worked
with a large investment bank, as well as smaller boutique advisory firms,
before starting my own practice in 2016.
With over 20 years experience, I'm able to help our clients clearly articulate and
prioritise their goals, making it easier for them to maximise the probability of
reaching both their lifestyle and financial goals.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
I believe that good advice should be affordable!
Talk to us about how we can tailor a service package that suits you.
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 14
- First year providing advice 2011
- Years of experience 13
-
Highest qualification
- Certified Financial Planner (CFP)
-
Language spoken
- English
Fiducian Financial Services Pty Ltd
Mariners Centre of Excellence, Suite 411A, 1 Bryant DrTuggerah, NSW 2259
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Fiducian Financial Services Pty Ltd
AFSL 231103