Financial Adviser
· OCEAN GROVE, VIC
Ross Currie
No disciplinary history on record with ASIC
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000242781
Ross Currie is a financial adviser based in Ocean Grove, Victoria, with 28 years of experience in the financial services industry. Ross is currently authorised under Alkimia Financial 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 Bachelor of Business from La Trobe University.
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
1998
Bachelor of Business
La Trobe University
2005
Advanced Diploma of Financial Services (Financial Planning)
Tribeca
2021
Adviser Exam
FASEA