Data sourced from ASIC Financial Advisers Register
Financial Adviser · WARNERS BAY, NSW

Ross Ian Buttenshaw

10 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001241803

Ross Ian Buttenshaw is a financial adviser based in Warners Bay, New South Wales, with 10 years of experience in the financial services industry. Ross is currently authorised under Akumin Financial Planning Pty 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 Certified Financial Planner from Financial Planning Association of Australia (FPA). 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 Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2011
Master of Business
University of Newcastle
2013
Certificate IV in Finance and Mortgage Broking
Kaplan Higher Education Pty Limited
2016
Commercial Law
Kaplan Higher Education Pty Limited
2016
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2016
Tax for Financial Advising
Kaplan Higher Education Pty Limited
2020
Certified Financial Planner
Financial Planning Association of Australia (FPA)
2020
FPC001B Economic & Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education Pty Limited
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2021
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Higher Education Pty Limited
2025
SMSF Specialist Advisor Program
SMSF Association

Registration History

Akumin Financial Planning Pty Limited
May 2016 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register