Financial Adviser · BRISBANE, QLD

Jeremy Michael Ross

19 Years experience
Tax advice
authorised
ASIC Registered · ADV 001005893

Jeremy Michael Ross is a financial adviser based in Brisbane, Queensland, with 19 years of experience in the financial services industry. Jeremy is currently authorised under Industry Fund Services Limited. Jeremy 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 Graduate Diploma of Financial Planning from Kaplan. Jeremy is a member of Financial Advice Association of Australia (FAAA) and Tax Practitioners Board.

Authorised to Advise On

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

Restrictions: Superannuation products (excluding Self Managed Superannuation Funds)

Authorised to provide tax financial advice services

Qualifications and Training

2008
Diploma of Financial Planning
Kaplan Professional Education
2011
Margin Lending and Geared Investments
Kaplan Professional Education
2015
Advanced Diploma Of Financial Planning
Kaplan Professional Education
2016
Self Managed Superannuation Funds
Kaplan Professional Education
2019
Graduate Diploma of Financial Planning
Kaplan

Registration History

Feb 2022 - Present Current
Superannuation products (excluding Self Managed Superannuation Funds)
ESI FINANCIAL SERVICES PTY LTD
Jun 2021 - Jun 2022 Ceased
Sep 2020 - Apr 2021 Ceased
SUNCORP FINANCIAL SERVICES PTY LTD
Nov 2018 - Nov 2018 Ceased
Superannuation excludes SMSF Advice
Jul 2017 - Jun 2018 Ceased
WEALTH MARKET PTY LTD
Feb 2017 - Jun 2017 Ceased
Mar 2011 - Feb 2017 Ceased
Sep 2010 - Mar 2011 Ceased
Nov 2009 - Aug 2010 Ceased

Source: ASIC Financial Advisers Register