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 4.95
  • 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, 651-653 Canterbury Rd
Surrey Hills, VIC 3127

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Roskow Independent Advisory Pty Ltd

AFSL 429377