Ross Dwyer
CFP®, DipFP - Financial Adviser Authorised Representative - ARN: 413739
Fiducian Financial Services Tuggerah
NSW - Regional
- fpsupport@fiducianfs.com.au
- Phone
- 02 4315 2359
- Address
-
Suite 411C, Level 4, 1 Bryant Drive, Tuggerah NSW 2259
About Ross Dwyer
Ross grew up on the Central Coast, and lives locally with his wife and 2 children. He has been a Financial Adviser for over 20 years, having worked with a large investment bank, as well as smaller boutique advisory firms, before starting his own practice in 2016.
He is an enthusiastic adviser, who loves seeing his clients succeed. With over 20 years experience, Ross is able to help his clients clearly articulate and prioritise their goals, making it easier for them to maximise the probability of reaching both their lifestyle and financial goals.
Ross is a Certified Financial Planner (CFP®) and is a member of the Financial Advice Association Australia (FAAA).
Ross has met the FASEA exam standards required by law.
Advice Areas
- Wealth Creation Strategies
- Superannuation Strategies (including defined benefit schemes)
- Self-Managed Superannuation Funds
- Life Insurance
- Cash Flow Planning
- Centrelink
- Departments of Veterans' Affairs
- Aged Care
- Estate Planning
- Debt Management
- Salary Packaging
- Retirement Planning
- Redundancy Planning
Products
Deposit and Payment Products
- Deposit and Payment Products
- Non-basic Deposit Products
Government Debentures, Stocks or Bonds
- Government Debentures, Stocks or Bonds
Life Products
- Investment Life Insurance Products
- Life Risk Insurance Products
Managed Investment Schemes
- Managed Investment Schemes, including IDPS
Retirement Savings Account Products
- Retirement and Savings Account Products
Securities
- Securities
Superannuation
- Superannuation – All
- Self-Managed Superannuation Fund
- A person’s existing holding in a superannuation product
About Ross Dwyer
Ross grew up on the Central Coast, and lives locally with his wife and 2 children. He has been a Financial Adviser for over 20 years, having worked with a large investment bank, as well as smaller boutique advisory firms, before starting his own practice in 2016.
He is an enthusiastic adviser, who loves seeing his clients succeed. With over 20 years experience, Ross is able to help his clients clearly articulate and prioritise their goals, making it easier for them to maximise the probability of reaching both their lifestyle and financial goals.
Ross is a Certified Financial Planner (CFP®) and is a member of the Financial Advice Association Australia (FAAA).
Ross has met the FASEA exam standards required by law.
Advice Areas
- Wealth Creation Strategies
- Superannuation Strategies (including defined benefit schemes)
- Self-Managed Superannuation Funds
- Life Insurance
- Cash Flow Planning
- Centrelink
- Departments of Veterans' Affairs
- Aged Care
- Estate Planning
- Debt Management
- Salary Packaging
- Retirement Planning
- Redundancy Planning
Products
Deposit and Payment Products
- Deposit and Payment Products
- Non-basic Deposit Products
Government Debentures, Stocks or Bonds
- Government Debentures, Stocks or Bonds
Life Products
- Investment Life Insurance Products
- Life Risk Insurance Products
Managed Investment Schemes
- Managed Investment Schemes, including IDPS
Retirement Savings Account Products
- Retirement and Savings Account Products
Securities
- Securities
Superannuation
- Superannuation – All
- Self-Managed Superannuation Fund
- A person’s existing holding in a superannuation product