Financial Adviser
· SYDNEY, NSW
Sarah-jane Ross
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003737
Sarah-jane Ross is a financial adviser based in Sydney, New South Wales, with 11 years of experience in the financial services industry. Sarah-jane is currently authorised under Macquarie Bank Limited. Sarah-jane 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 Business (Marketing) from Griffith University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2009
Bachelor of Business (Marketing)
Griffith University
2009
Bachelor of Commerce (Finance)
Griffith University
2013
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2017
Tier 2 General insurance (personal advice)
Financial Education Professionals Pty Ltd
2024
FPE020 SMSF Regulations and Taxation
Kaplan Higher Education Pty Limited
2025
Graduate Diploma of Financial Planning.
Kaplan Higher Education Pty Limited