Francis Schoeffel CFP®

About Me

Ross is an Authorized Representative of Strategic Financial Planners Pty Ltd, a boutique financial planning business with it's own Australian Financial Services Licence (AFSL 246845). He has been in the industry since 1986, gaining a Diploma of Financial Planning in 1991 and qualifying as a Certified Financial Planner (CFP) in 1997. Ross specializes in all aspects of Self-Managed Super Fund (SMSF) management on a fee-for-service basis. Ross is an active fundraiser for Future2 Foundation, the charitable arm of the FAAA, having completed 3 Wheel Classics - cycling from Melbourne to Adelaide in 2014,Sydney to Brisbane in 2015 and 1000kms in November of 2020 - which raised over $240,000.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Investments
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 38 Years
  • Licensed By
    Licensed By Strategic Financial Planners Pty Ltd
CERTIFIED FINANCIAL PLANNER®