Steven Ross
Financial Adviser in Terrigal, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000441001
- Location
- Terrigal NSW 2260
- Licensee
- Synchron Advice Pty Ltd (AFSL 243313)
- Authorised since
- 30 November 2020
- First provided advice
- 2005
- Qualifications
- Bachelor of Arts in Business Organisation, Heriot-Watt University (1995); Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA, Kaplan Higher Education Pty Limited (2003); Graduate Diploma in Financial Planning (Historical SIA / FINSIA), Kaplan Higher Education Pty Limited (2004); SuperConcepts & ICFS Specialist SMSF Course, Super Concepts (2017)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Steven Ross
Steven Ross is a financial adviser in Terrigal, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000441001.
Steven provides advice as an authorised representative of Synchron Advice Pty Ltd, which holds Australian financial services licence 243313. The current authorisation started on 30 November 2020.
According to the register, Steven first provided financial advice in 2005. Qualifications and training on file include Bachelor of Arts in Business Organisation (Heriot-Watt University, 1995), Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA (Kaplan Higher Education Pty Limited, 2003) and Graduate Diploma in Financial Planning (Historical SIA / FINSIA) (Kaplan Higher Education Pty Limited, 2004).
Steven is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Steven Ross a registered financial adviser?
Yes. Steven Ross is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000441001.
Which licensee does Steven Ross work under?
Synchron Advice Pty Ltd, Australian financial services licence 243313.
What can Steven 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.