Financial Adviser
· KIRRA, QLD
Ross Potter
No disciplinary history on record with ASIC
KIRRA,
QLD
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005241
Ross Potter is a financial adviser based in Kirra, Queensland, with 17 years of experience in the financial services industry since 2009. Ross is currently authorised under Sgn Financial, operating through Sterling Group & Associates. Ross holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Ross's qualifications include a Certified Financial Planner (CFP) from Financial Planning Association (FPA). Ross is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Bachelor of Laws
University of Aberdeen
2004
Master of Arts
University of Aberdeen
2013
Diploma of Financial Planning FNS50611
Kaplan Australia
2013
Self Managed Superannuation Funds
Kaplan Professional
2014
Advanced Diploma of Financial Planning
Kaplan Australia
2014
Margin Lending and Geared Investments
Kaplan Professional
2019
Certified Financial Planner (CFP)
Financial Planning Association (FPA)
Registration History
CERVUS WEALTH MANAGEMENT PTY LTD
GPL (VIC) PTY LTD
GPL (VIC) PTY LTD
Source: ASIC Financial Advisers Register