Ross Arthur Eldridge
Financial Adviser in Wynnum West, Queensland, Australia
Review Ross Arthur Eldridge
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000237704
- Location
- Wynnum West QLD 4178
- Licensee
- Discovery Wealth Pty Ltd (AFSL 543808)
- Authorised since
- 5 July 2024
- First provided advice
- 1988
- Qualifications
- Introduction to Financial Planning, Financial Planning Association (1995); Retirement Planning, Financial Planning Association (2000); Investment Planning 1, Financial Planning Association (2001); Risk Management for Financial Services Professionals, Integratec (2001); The Australian Taxation System and Financial Strategies, Financial Services Training and Assessment (2007)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Ross Arthur Eldridge
Ross Arthur Eldridge is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Wynnum West, Queensland (adviser number 000237704).
The licensee Ross advises under is Discovery Wealth Pty Ltd (AFS licence 543808). That authorisation dates from 5 July 2024.
According to the register, Ross first provided financial advice in 1988. Qualifications and training on file include Introduction to Financial Planning (Financial Planning Association, 1995), Retirement Planning (Financial Planning Association, 2000) and Investment Planning 1 (Financial Planning Association, 2001).
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 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Ross Arthur Eldridge here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Ross Arthur Eldridge a registered financial adviser?
Yes. Ross Arthur Eldridge is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000237704.
Which licensee does Ross Arthur Eldridge work under?
Discovery Wealth Pty Ltd, Australian financial services licence 543808.
What can Ross Arthur Eldridge 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.