Financial Adviser
· SURREY HILLS, VIC
Matthew Joseph Ross
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000303261
Matthew Joseph Ross is a financial adviser based in Surrey Hills, Victoria, with 25 years of experience in the financial services industry. Matthew is currently authorised under Roskow Independent Advisory Pty Ltd. Matthew 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 Certified Financial Planner from FPA. Matthew is a member of Financial Advice Association of Australia (FAAA) and Profession of Independent Financial Advisers (PIFA).
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 Commerce (Accounting)
University of Canberra
2001
Diploma of Financial Planning
Deakin University
2002
Certified Financial Planner
FPA
2003
Financial Planning Certificate (UK)
The Chartered Insurance Institute
2014
Self Managed Super Fund (SMSF) Course
Kaplan
Registration History
AUSTRALIAN INDEPENDENT FINANCIAL ADVISERS PTY LTD
Source: ASIC Financial Advisers Register