Financial Adviser
· TERRIGAL, NSW
Steven Ross
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000441001
Steven Ross is a financial adviser based in Terrigal, New South Wales, with 21 years of experience in the financial services industry. Steven is currently authorised under Synchron Advice Pty Ltd. Steven 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 Arts in Business Organisation from Heriot-Watt 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
1995
Bachelor of Arts in Business Organisation
Heriot-Watt University
2003
Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA
Kaplan Higher Education Pty Limited
2004
Graduate Diploma in Financial Planning (Historical SIA / FINSIA)
Kaplan Higher Education Pty Limited
2017
SuperConcepts & ICFS Specialist SMSF Course
Super Concepts