Steve Ross

Steve Ross Email and Phone Number

Director | Principal Adviser at Ross Wealth Management Group @
Steve Ross's Location
Greater Sydney Area, Australia
About Steve Ross

The Ross Wealth Management Group was founded to provide clients with highly professional, personalised wealth management advice and solutions.Steve has worked for over a decade in banking, consulting, financial planning and wealth management both in Australia and overseas. He gained his experience with global financial giants such as Goldman Sachs JBWere, Macquarie Bank, AMP and Standard Life.Steve has a natural ability to help identify the key elements of clients financial or lifestyle goals and work in partnership with them to formulate the best ways to realise them. He has a deep understanding of financial markets and many years' experience advising individuals, charities and family groups with regards to investing across the full spectrum of asset classes.QualificationsB.A. in Business from Heriot Watt University in Edinburgh.Post graduate diplomas in Applied Finance & Investment and Financial Planning from the Securities Institute of Australia.Member of the Financial Planning Association of Australia.

Steve Ross's Current Company Details
Ross Wealth Management Group

Ross Wealth Management Group

Director | Principal Adviser at Ross Wealth Management Group
Steve Ross Work Experience Details
  • Ross Wealth Management Group
    Director | Principal Adviser
    Ross Wealth Management Group 2013 - Present
    Central Coast & Sydney Area, Australia
    Ross Wealth Management Group provides straightforward, honest financial advice to help you deal with the complexities of today's financial world.We are a boutique wealth management and financial planning business operating primarily on the NSW Central Coast, Sydney CBD and North Shore regions. Everyone's different, that's why we take the time to fully understand your specific circumstances, financial and lifestyle goals and work in partnership with you to achieve them. Whether you want someone to manage all aspects of your wealth or just a sounding board for your own ideas, Ross Wealth Management can help. Our success can only be achieved and measured through yours.
  • Amp Financial Planning
    Financial Planner
    Amp Financial Planning Jan 2012 - Jan 2013
    Sydney, Australia
    View
  • Self-Employed
    Project Consultant - Wealth Management
    Self-Employed Sep 2009 - Dec 2011
    Sydney, Australia
  • Ubs Wealth Management
    Associate Director
    Ubs Wealth Management Jan 2009 - Aug 2009
    Sydney, Australia
    View
  • Goldman Sachs
    Associate Director, Private Wealth Management
    Goldman Sachs Feb 2004 - Dec 2008
    Sydney, Australia
    View
  • Macquarie Group
    Sales Consultant
    Macquarie Group 2001 - 2003
    Sydney, Australia
    View

Steve Ross Skills

Wealth Management Financial Advisory Investments Strategic Financial Planning Wealth Retirement Planning Financial Planning Risk Management Finance Investment Strategies Investment Management Income Protection Wealth Management Services Securities Superannuation Investment Advisory Wealth Creation Wealth Protection Personal Insurance Superannuation Strategies Debt Management Cashflow Management Financial Services Portfolio Management

Steve Ross Education Details

  • Securities Institute Of Australia
    Securities Institute Of Australia
    Financial Planning And Services
  • Tribeca Learning (Australia) Pty Ltd
    Tribeca Learning (Australia) Pty Ltd
    Investments And Securities
  • Securities Institute Of Australia
    Securities Institute Of Australia
    Investments And Securities
  • Heriot-Watt University
    Heriot-Watt University
    Business/Commerce, General
    View
  • Kingussie High School
    Kingussie High School

Frequently Asked Questions about Steve Ross

What company does Steve Ross work for?

Steve Ross works for Ross Wealth Management Group

What is Steve Ross's role at the current company?

Steve Ross's current role is Director | Principal Adviser at Ross Wealth Management Group.

What schools did Steve Ross attend?

Steve Ross attended Securities Institute Of Australia, Tribeca Learning (Australia) Pty Ltd, Securities Institute Of Australia, Heriot-Watt University, Kingussie High School.

What skills is Steve Ross known for?

Steve Ross has skills like Wealth Management, Financial Advisory, Investments, Strategic Financial Planning, Wealth, Retirement Planning, Financial Planning, Risk Management, Finance, Investment Strategies, Investment Management, Income Protection.

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