Ross Vanderwolf
Financial Adviser
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About
Ross Vanderwolf is an ASIC-registered financial adviser based in Fortitude Valley, QLD, dedicated to helping clients achieve their financial goals with tailored and strategic advice. Ross holds a Diploma of Financial Planning from Deakin University (2003) and has continued his professional development with specialist training in Margin Lending and Geared Investments (Kaplan Professional, 2011) and SMSF management (SMSF Association, 2014). Committed to ethical practice, Ross completed Ethics and Professionalism in Financial Advice (Kaplan Professional, 2022). He is a proud member of the Financial Advice Association of Australia (FAAA) and the SMSF Association, reflecting his commitment to upholding the highest standards in the industry. Ross is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions Ready to take control of your financial future? Contact Ross today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Ross Vanderwolf offer?
Ross Vanderwolf provides advice on superannuation, retirement planning, wealth management, and insurance solutions. He is also authorised to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications and memberships does Ross Vanderwolf hold?
Ross holds a Diploma of Financial Planning from Deakin University, specialist training certifications from Kaplan Professional and the SMSF Association. He is a member of the Financial Advice Association of Australia (FAAA) and the SMSF Association.
What is the process for working with Ross Vanderwolf?
The process typically starts with an initial consultation to understand your financial goals and current situation. Ross will then develop a tailored financial plan based on your needs and objectives. Regular reviews will ensure the plan remains aligned with your evolving circumstances.
How can Ross Vanderwolf help me with my superannuation?
Ross can provide advice on superannuation strategies, including contribution strategies, investment options within your super fund, and strategies for transitioning to retirement.
What should I expect during my first meeting with Ross Vanderwolf?
During your first meeting, you can expect Ross to ask questions about your financial goals, current financial situation, and risk tolerance. This information will help him develop a comprehensive understanding of your needs and how he can best assist you.
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