Ross Falconer

I’m a financial adviser with two decades of experience helping individuals and families make smart, confident decisions about their wealth.

Before joining Zebra Tailored Wealth in 2022 as one of the principals, I spent many years as a Senior Wealth Adviser at a major private bank. I now bring the experience that I developed advising the private banks wealthiest clients to a boutique company with an increased focus on personalised service and access to a broader range of tailored solutions (investments, platforms, and other financial products) to meet the specific needs of every client.

I specialise in investments, retirement planning, intergenerational wealth transfer, with a focus on structuring clients’ finances, navigating legislative changes, and turning complex situations into clear, actionable plans. My approach is built on education, trust, transparency, and tailoring advice to what really matters to each client — their goals, priorities, and peace of mind.

Based in the Sydney CBD, I work with clients across the Sydney region. Whether it’s growing and protecting wealth, planning for retirement, or simply gaining clarity around financial decisions, my aim is to save clients time and worry while giving them confidence that their future is in safe hands.

I am a Certified Financial Planner (CFP) which gives my clients confidence that I meet the highest standards of education, ongoing development, ethics, and professionalism in the industry.