Ross Rickard

Financial Professionals

Gold
30 Yrs Experience
Bundall, QLD 4217
Ross has been a Specialist Financial Advisor, Tax Consultant and Wealth Creation Strategist for over 20 years. Prior to this Ross has an additional 15 years business and management experience in a wide range of areas including: chartered accounting, corporate and project management, new business ventures, stock markets, finance and property. This blend of in-depth knowledge and experience is why Ross has been so successful in assisting clients with their personal financial affairs. Ross gained his degree in Economics at the University of Sydney, majoring in Economics, Law and Accounting. He has also completed post graduate studies including the Diploma of Financial Planning conducted by RMIT and the Diploma of Corporate Management conducted by the AGSM, University of NSW. Ross is a Certified Financial Planner, Chartered Tax Adviser with the Society of Certified Practising Accountants, Financial Planning Specialist, Fellow of the Taxation Institute of Australia and Registered Tax Agent. Ross is also a Commissioner of Declarations.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Fair Fee for Service at time of providing, Structuring, Advice depending upon the particular services being provided including; Financial Planning, Retirement, SMSF, Investment Advice and Management, Accounting and Taxation Services, Estate Planning and Philanthropy.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 1992
  • Years of experience 30
  • Highest qualification
    • Bachelor of Economics
  • Language spoken
    • English

Financial Professionals

Ground Floor, 140 Bundall Road
Bundall, QLD 4217

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Investment Professionals Pty Ltd

AFSL 234525

5.00
1 Review
5
4
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2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"'Ross has given me advice in areas including loan products, self managed super funds and managing debt. Ross has always explained things to me in a clear way. Through Ross's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Ross's full care and attention when I needed it.'"

  • Superannuation
  • Managing Debt
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Managing Debt
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Bachelor of Economics

Level
7 - Bachelor Degree
Institution
The University of Sydney (USYD)
Completed
1977

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
1996

Professional Memberships

Certified Practising Accountants Australia (CPA)

Membership type
CPA

Financial Planning Association of Australia (FPA)

Membership type
AFP
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