ROBERT ARTHUR ROSS

Financial Adviser · Sydney, NSW

Registered

Registration Number

000297550

Registration Status

Registered

Location

Sydney, NSW 2000

Providing Advice Since

2003

Registration Date

17/01/2024

Financial Services Licensee

ALLIANCE WEALTH PTY LTD

Licence #000449221

📚 Qualifications & Training

1987 - Bachelor of Commerce (Accounting, Finance and Systems) - Bachelor Degree (AQF 7) - University of New South Wales
1987 - Bachelor of Laws - Bachelor Degree (AQF 7) - University of New South Wales
1993 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute Education
2004 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - MLC ThreeSixty
2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - MLC ThreeSixty
2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education

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.