Financial Adviser
· CANBERRA, ACT
Ross Trimboli
No disciplinary history on record with ASIC
4
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001293585
Ross Trimboli is a financial adviser based in Canberra, Australian Capital Territory, with 4 years of experience in the financial services industry. Ross is currently authorised under Shaw And Partners Limited. Ross holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce from Australian National University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2018
Bachelor of Commerce
Australian National University
2018
Bachelor of Finance
Australian National University
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
SHAW AND PARTNERS FINANCIAL PLANNING PTY LTD
Source: ASIC Financial Advisers Register