Benjamin Ross CFP®
Shadforth Financial Group Limited
03 9649...
sfg.com.au/find-an-adviser/victoria/melbourne/ben-ross
Contact
About Me
I am a Private Wealth Adviser with Shadforth Financial Group, located in Collins Street, Melbourne. I am passionate about helping people identify their financial and lifestyle goals and objectives and working together to develop a plan to achieve these goals. My aim is to articulate and present complex issues in a clear and understanding way to help people feel in control of their finances, and provide the peace of mind they are on track to achieve their goals. In my personal life I enjoy a round of golf and spending time with family and friends.
Areas of Focus
- Aged care
- Cashflow management
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Bachelor Degree
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Years of Experience 9 Years
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Licensed By Shadforth Financial Group Limited