Ross Potter
Financial Adviser in Kirra, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001005241
- Location
- Kirra QLD 4225
- Licensee
- SGN Financial Pty Ltd (AFSL 490523)
- Authorised since
- 7 October 2024
- First provided advice
- 2009
- Qualifications
- Bachelor of Laws, University of Aberdeen (2003); Master of Arts, University of Aberdeen (2004); Diploma of Financial Planning FNS50611, Kaplan Australia (2013); Self Managed Superannuation Funds, Kaplan Professional (2013); Advanced Diploma of Financial Planning, Kaplan Australia (2014); Margin Lending and Geared Investments, Kaplan Professional (2014); Certified Financial Planner (CFP), Financial Planning Association (FPA) (2019)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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 Ross Potter
On the Financial Advisers Register kept by ASIC, Ross Potter appears as a current financial adviser in Kirra, Queensland, adviser number 001005241.
The licensee Ross advises under is SGN Financial Pty Ltd (AFS licence 490523). That authorisation dates from 7 October 2024.
The register records 2009 as the year Ross first provided financial advice. Qualifications and training on file include Bachelor of Laws (University of Aberdeen, 2003), Master of Arts (University of Aberdeen, 2004) and Diploma of Financial Planning FNS50611 (Kaplan Australia, 2013). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Ross 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 Ross Potter a registered financial adviser?
Yes. Ross Potter is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001005241.
Which licensee does Ross Potter work under?
SGN Financial Pty Ltd, Australian financial services licence 490523.
What can Ross Potter 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.