Matthew Joseph Ross
Financial Adviser in Surrey Hills, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000303261
- Location
- Surrey Hills VIC 3127
- Licensee
- Roskow Independent Advisory Pty Ltd (AFSL 429377)
- Authorised since
- 1 January 2013
- First provided advice
- 2001
- Qualifications
- Bachelor of Commerce (Accounting), University of Canberra (1998); Diploma of Financial Planning, Deakin University (2001); Certified Financial Planner, FPA (2002); Financial Planning Certificate (UK), The Chartered Insurance Institute (2003); Self Managed Super Fund (SMSF) Course, Kaplan (2014)
- Memberships
- Financial Advice Association of Australia (FAAA); Profession of Independent Financial Advisers (PIFA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Matthew Joseph Ross
Matthew Joseph Ross is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Surrey Hills, Victoria (adviser number 000303261).
Matthew provides advice as an authorised representative of Roskow Independent Advisory Pty Ltd, which holds Australian financial services licence 429377. That authorisation dates from 1 January 2013.
The register records 2001 as the year Matthew first provided financial advice. Qualifications and training on file include Bachelor of Commerce (Accounting) (University of Canberra, 1998), Diploma of Financial Planning (Deakin University, 2001) and Certified Financial Planner (FPA, 2002). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and Profession of Independent Financial Advisers (PIFA).
Matthew is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Matthew Joseph Ross a registered financial adviser?
Yes. Matthew Joseph Ross is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000303261.
Which licensee does Matthew Joseph Ross work under?
Roskow Independent Advisory Pty Ltd, Australian financial services licence 429377.
What can Matthew Joseph Ross give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.