Financial Adviser
· ESSENDON, VIC
Lynnette Maree Ross
No disciplinary history on record with ASIC
ESSENDON,
VIC
31
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000417979
Lynnette Maree Ross is a financial adviser based in Essendon, Victoria, with 31 years of experience in the financial services industry since 1995. Lynnette is currently authorised under Fortnum Private Wealth. Lynnette holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Lynnette's qualifications include a Diploma of Financial Planning from Financial Planning Association (FPA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Margin Lending
Restrictions: NOT SMSF
Authorised to provide tax financial advice services
Qualifications and Training
2002
Diploma of Financial Planning
Financial Planning Association (FPA)
2011
Margin Lending and Geared Investments
Kaplan
Registration History
NOT SMSF
Not authorised to provide personal advice on SMSF, Standard Margin Lending
Source: ASIC Financial Advisers Register