Financial Adviser · BUDERIM, QLD

Ross Anthony Read

BUDERIM, QLD
27 Years experience
Tax advice
authorised
ASIC Registered · ADV 000264457
Currently at
Mclaren Vale, SA (firm address)

Ross Anthony Read is a financial adviser based in Buderim, Queensland, with 27 years of experience in the financial services industry since 1999. Ross is currently authorised under Enva Australia. 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 FPA. Ross is a member of CPA Australia (CPA) and 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

Authorised to provide tax financial advice services

Qualifications and Training

1989
Bachelor of Commerce
University of Tasmania
1999
Certified Practicing Accountant
CPA
2003
Certified Financial Planner
FPA
2007
ASX Derivatives
Kaplan
2014
Self Managed superfund
Kaplan

Registration History

Sep 2019 - Present Current
EXELSUPER ADVICE PTY LTD
May 2019 - Aug 2019 Ceased
Oct 2015 - May 2019 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Apr 2014 - Aug 2014 Ceased
MAGNITUDE GROUP PTY LTD
Apr 2014 - Sep 2015 Ceased
This adviser is also authorised to provide personal advice on managed discretionary accounts provided only on a regulated platform
NEXTGEN FINANCIAL GROUP PTY LTD
Nov 2013 - Apr 2014 Ceased
FINANCIAL SERVICES PARTNERS PTY LIMITED
Jun 2009 - Sep 2011 Ceased

Source: ASIC Financial Advisers Register