Steve Ross
Director Principal Adviser at Ross Wealth Management Group
Based in Sydney, Australia
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Seniority
Director
Department
Other
Location
Sydney
Industry
Financial Services
Company size
1 to 10
Contact information
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s•••••••@rosswealth.com.au
Phone
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Background
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. Qualifications B.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.
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