Financial Adviser · LUTWYCHE, QLD

Ross Cameron Tully

18 Years experience

Tax advice
authorised

ASIC Registered · ADV 000331536

Currently at

Lutwyche, QLD

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Ross Cameron Tully is a financial adviser based in Lutwyche, Queensland, with 18 years of experience in the financial services industry since 2008. Ross is currently authorised under Momentum Advice, operating through Blue Tree Financial Planning. 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 from Financial Advice Association Australia (FAAA). 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

2004

Bachelor of Tourism and Human Resource Management

James Cook University

2014

Diploma of Financial Planning

Mentor Education

2016

Advanced Diploma of Financial Planning

Mentor Education

2020

Ethics and Professionalism in Financial Advice

Ethics - Kaplan

2020

FASEA Exam

FASEA

2022

Certified Financial Planner

Financial Advice Association Australia (FAAA)

Registration History

Momentum Advice Pty Ltd

Apr 2026 - Present Current

Plan 2 Pty Ltd

Sep 2025 - Apr 2026 Ceased

Bridges Financial Services Pty Limited

Jul 2021 - Dec 2024 Ceased

Superannuation - All excludes Self Managed Superannuation Funds

Actuate Alliance Services Pty Ltd

May 2013 - Jun 2021 Ceased

Can advise on superannuation except for Self Managed Superannuation Funds.

A.C.N. 087 652 024 PTY LIMITED

Oct 2008 - Dec 2011 Ceased

Source: ASIC Financial Advisers Register