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, Suite 2, 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