Financial Adviser
· MANLY, NSW
Ross Peter Curulli
No disciplinary history on record with ASIC
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000282885
Ross Peter Curulli is a financial adviser based in Manly, New South Wales, with 28 years of experience in the financial services industry. Ross is currently authorised under Oreana Financial Services Pty Ltd. 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 Certified Financial Planner (CFP) from Financial Advice Association of Australia. Ross is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Certified Financial Planner (CFP)
Financial Advice Association of Australia
2003
Diploma of Financial Planning
Financial Advice Association of Australia
2010
Bachelor of Business Studies
Charles Sturt University
2011
Margin Lending and Geared Investments
Kaplan Professional
2016
Self Managed Superannuation Funds
Kaplan Professional
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
Registration History
SECURITOR FINANCIAL GROUP PTY LIMITED
This adviser is also authorised to provide personal advice on managed discretionary accounts provided only on a regulated platform
Source: ASIC Financial Advisers Register