MenuRoss Brown CFP®
About Me
I am a CERTIFIED FINANCIAL PLANNER ® Practitioner. I also holds a Graduate Diploma in Financial Planning, as well as Bachelors Diploma of Marketing and Media. I have over 20 years experience in all areas financial planning, including retirement planning, superannuation, tax planning, life insurance & income protection, and estate planning. My advice is always tailored to the clients personal situation. The first meeting with any prospective client is always free of charge.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Graduate Diploma -
Years of Experience 21 Years -
Licensed By Professional Investment Services Pty Ltd
