I have 18 years experience in the financial planning profession, having started as a paraplanner in Canberra back in 1996. The first 10 years of my career were very frustrating. When I worked for ‘conflicted’ financial planning firms I was told what advice to give and who to give it to and I simply couldn't do it when I knew that there were better options out there. So I either had to get out of financial planning or start my own version of what good advice is, so in 2006 I started my own financial planning practice and to this day I'm one of less than 50 truly independent financial advisers in Australia. What that means is the only person who pays us is you, our client. We don't receive any commissions from third parties, we're not aligned to a product provider and we don't base our fees on how much money you have. This puts us in a position where we can sit on your side of the table, explain all the options available to you and help you choose the options that are right for you. I don't believe advice can be given any other way.
The key factor that distinguishes Matthew Ross from any other advisers we have contacted is that he is totally independent - that is, there is no conflict of interest in his advice because he is not aligned to any products, nor does he receive commissions. For these reasons his advice is highly valued by us.
Matt is a genuine guy who is not motivated by his own financial interest in investment commissions. Independent is the way to go!
Matt provides the right balance of contact and advises us on matters that concern our current situation in life. He makes things simple and keeps away from the jargon. I will and have recommended him to friends. We are attracted to Matt's style of financial planning as we pay him directly and know that he doesn't take commissions on what he recommends. This gives us peace of mind that our money is being placed in the right investments.
- Adviser status Platinum
- Number of reviews 14
- First year providing advice 2001
- Years of experience 22
- Certified Financial Planner (CFP)
Roskow Independent Advisory Pty LtdSuite 4, 651-653 Canterbury Rd
Surrey Hills, VIC 3127
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Roskow Independent Advisory Pty Ltd