Ross Currie
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Ross Currie is an ASIC-registered financial adviser based in Ocean Grove, Victoria, dedicated to helping clients achieve their financial goals. Ross combines extensive academic qualifications, including a Bachelor of Business from La Trobe University (1998) and an Advanced Diploma of Financial Services (Financial Planning) from Tribeca (2005), with practical experience to deliver tailored financial solutions. Having also completed the FASEA Adviser Exam in 2021, Ross stays up-to-date with the latest industry standards and regulations. Ross is authorized to provide advice on a comprehensive range of financial products, ensuring that clients receive holistic and well-informed guidance. His expertise spans superannuation, insurance, wealth management, and retirement planning, allowing him to create strategies that address diverse financial needs. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Whether you're planning for retirement, seeking to grow your wealth, or protecting your family's future, Ross Currie is here to provide expert financial advice. Contact Ross today to schedule a consultation and take the first step towards a secure financial future.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Ross Currie offer?
Ross Currie specializes in superannuation, insurance, wealth management, and retirement planning. He can help you create a comprehensive financial plan tailored to your specific needs and goals.
What are Ross Currie's qualifications and experience?
Ross holds a Bachelor of Business from La Trobe University and an Advanced Diploma of Financial Services (Financial Planning) from Tribeca. He has been providing financial advice since 2005 and passed the FASEA Adviser Exam in 2021.
How does Ross Currie develop a financial plan for clients?
Ross begins by understanding your current financial situation, future goals, and risk tolerance. He then develops a personalized financial plan that outlines strategies to help you achieve your objectives. Regular reviews and adjustments ensure the plan remains aligned with your evolving needs.
What can I expect during my first meeting with Ross Currie?
During your initial consultation, Ross will discuss your financial goals, gather information about your current financial situation, and explain his approach to financial planning. This meeting is an opportunity for you to ask questions and determine if Ross is the right financial adviser for you.
How can superannuation advice help me plan for my retirement?
Ross Currie can provide expert advice on optimizing your superannuation contributions, selecting appropriate investment options within your super fund, and developing a retirement income strategy that meets your lifestyle needs.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.