Financial Adviser
· FORTITUDE VALLEY, QLD
Ross Alwynd Vanderwolf
No disciplinary history on record with ASIC
45
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000250735
Ross Alwynd Vanderwolf is a financial adviser based in Fortitude Valley, Queensland, with 45 years of experience in the financial services industry. Ross is currently authorised under Fitzpatricks Private Wealth 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 Diploma of Financial Planning from Deakin University. 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Diploma of Financial Planning
Deakin University
2011
Margin Lending and Geared Investments
Kaplan Professional
2014
SMSF Specialist Accreditation Program
SMSF Association
2022
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register