Financial Adviser · MELBOURNE, VIC

Benjamin Ross

MELBOURNE, VIC

11 Years experience

Tax advice
authorised

ASIC Registered · ADV 001237283

Currently at

Shadforth Financial Group Limited

Sydney, NSW (firm address)

View firm profile

About Benjamin Ross

Benjamin Ross is a financial adviser based in Melbourne, Victoria, with 11 years of experience in the financial services industry since 2015. Benjamin is currently authorised under Shadforth Financial Group Limited, operating through Shadforth Financial Group. Benjamin holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Benjamin's qualifications include a 5 unit CFP Certification Program from Financial Planning Association of Australia Limited. Benjamin 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 Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2015

Bachelor of Commerce (Finance & Financial Planning)

Deakin University

2017

Self Managed superannuation Funds

Kaplan Education Pty Ltd

2017

Self Managed superannuation Funds

Kaplan Professional

2018

5 unit CFP Certification Program

Financial Planning Association of Australia Limited

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

Registration History

Shadforth Financial Group Limited

Mar 2016 - Present Current

The Practice Wealth Management Pty Ltd

Nov 2015 - Mar 2016 Ceased

Source: ASIC Financial Advisers Register