Financial Adviser · TUGGERAH, NSW

Ross Andrew Dwyer

15 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000413739

Ross Andrew Dwyer is a financial adviser based in Tuggerah, New South Wales, with 15 years of experience in the financial services industry. Ross is currently authorised under Fiducian 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 Planning Association (FPA). Ross is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: This adviser is not authorised to provide advice on margin lending or credit.

Authorised to provide tax financial advice services

Qualifications and Training

2002

Diploma Financial Advising

Securities Institute

2008

Certified Financial Planner (CFP)

Financial Planning Association (FPA)

2016

Self Managed Superannuation Funds

Kaplan Australia

Registration History

Fiducian Financial Services Pty Ltd

Apr 2020 - Present Current

This adviser is not authorised to provide advice on margin lending or credit.

APOGEE FINANCIAL PLANNING PTY LTD

Jul 2016 - Apr 2020 Ceased

TOTAL FINANCIAL SOLUTIONS AUSTRALIA PTY LTD

Jul 2014 - Jun 2016 Ceased

Matrix Planning Solutions Limited

Nov 2011 - Jun 2014 Ceased

Source: ASIC Financial Advisers Register