Matthew Ross

Roskow Independent Advisory Pty Ltd

Platinum
21 Yrs Experience
Surrey Hills, VIC 3127
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.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 14
  • First year providing advice 2001
  • Years of experience 21
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Roskow Independent Advisory Pty Ltd

Suite 4, 651 Canterbury Rd
Surrey Hills, VIC 3127

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Roskow Independent Advisory Pty Ltd

AFSL 429377

4.90
14 Reviews
5
4
3
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1
4.80
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 14

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5.00

"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."

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5.00
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5.00
  • Clear communication
  • Knowledge & expertise
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5.00

"Matt is a genuine guy who is not motivated by his own financial interest in investment commissions. Independent is the way to go!"

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  • Likely to recommend
5.00

"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."

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5.00

"Matt and the Roskow team are amazing. I always know where I stand and feel they have my best interests at heart. Truly independent advice is the only way to go!"

  • Clear communication
  • Knowledge & expertise
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  • Likely to recommend
5.00

"I trust Matt's advice as I believe he is truly independent and can therefore assess my needs without any conflicts in place. He understands my options well and gives me confidence in my financial future."

  • Clear communication
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  • Likely to recommend
5.00
  • Clear communication
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5.00
  • Clear communication
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5.00

"Matt always places his clients interests 1st and is very customer focused at all times in providing credible advice in future and current planning, We have been a client of Matt's for over 6 years now and previously struggled prior to find a independent financial advisor who was not interested in selling schemes with large commission kick backs . We would recommend Matt to anyone who was looking for honest , detailed , tailored financial advice."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 14

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2002

SMSF Specialist Advisor (SSA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2014

Certificate in Financial Planning (UK)

Level
0 - Training / Exam / Other
Institution
Chartered Insurance Institute (CII)
Completed
2003

Bachelor of Commerce (Accounting)

Level
7 - Bachelor Degree
Institution
University of Canberra (UC)
Completed
1998

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Deakin University
Completed
2001

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate

Profession of Independent Financial Advisers (PIFA)

Membership type
Member
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