Financial Planner Profile
Andrew Ross
Andrew Completed his DipFP in October 2018. Prior to that, he was involved in sales and customer service for 20 years before making the change to the Financial Planning industry. He now provides superannuation, retirement planning and investment advice to his clients
Andrew is a caring person who has a passion for helping people achieve their financial dreams through his knowledge and understanding of the financial industry. He strives for success for himself and all of his clients
When not in the office Andrew loves spending time with his family and friends. He has a wife. and 3 children, he likes to go fishing, golfing, walking his dogs and all type of sports.
“Andrew is a caring person who has a passion for helping people achieve their financial dreams through his knowledge and understanding of the financial industry”
Documents:
- Financial Services Guide
- Budget Template
Financial Planning Services:
- Personal Superannuation advice
- Self Managed Super Funds
- Wealth Management & Non-Super Investment advice
- Personal Protection (Life, Total & Permanent Disablement, Trauma & Income Protection covers)
- Business Life Insurance (Key Person, Business Expenses, Buy/Sell)
- Taking a redundancy
- Inheritance
- Family matters
- Gearing advice through Margin Lending strategies
- Debt Management
- Estate Planning
- Cash Flow Management
- Pre Retirement and Retirement Planning
- Centrelink Benefit Strategies
- Estate planning
- Relationship breakdown