LYNNETTE MAREE ROSS

Financial Adviser · Essendon, VIC

Registered

Registration Number

000417979

Registration Status

Registered

Location

Essendon, VIC 3040

Providing Advice Since

1995

Registration Date

01/11/2019

Financial Services Licensee

FORTNUM PRIVATE WEALTH LTD

Licence #000357306

📚 Qualifications & Training

2002 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association (FPA)
2011 - Margin Lending and Geared Investments - Other - Kaplan

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.