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

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Years of Experience 38 Years
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Licensed By Strategic Financial Planners Pty Ltd
