Lynnette Maree Ross
Financial Adviser in Essendon, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000417979
- Location
- Essendon VIC 3040
- Licensee
- Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 1 November 2019
- First provided advice
- 1995
- Qualifications
- Diploma of Financial Planning, Financial Planning Association (FPA) (2002); Margin Lending and Geared Investments, Kaplan (2011)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Restriction
- NOT SMSF
- Tax (financial) advice
- Yes
- Register status
- Current
About Lynnette Maree Ross
Lynnette Maree Ross is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Essendon, Victoria (adviser number 000417979).
Advice is given under the Australian financial services licence of Fortnum Private Wealth Ltd, licence number 357306. That authorisation dates from 1 November 2019.
According to the register, Lynnette first provided financial advice in 1995. Qualifications and training on file include Diploma of Financial Planning (Financial Planning Association (FPA), 2002) and Margin Lending and Geared Investments (Kaplan, 2011).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “NOT SMSF.”
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Questions people ask
Is Lynnette Maree Ross a registered financial adviser?
Yes. Lynnette Maree Ross is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000417979.
Which licensee does Lynnette Maree Ross work under?
Fortnum Private Wealth Ltd, Australian financial services licence 357306.
What can Lynnette Maree Ross give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending. It also records this restriction: "NOT SMSF."