Ross Pocock

Financial Advisor
Getting to know

Ross Pocock

Ross is My Wealth Solutions’ Paraplanner and as such is an integral part of the team. Working closely with the Financial Advisers, Ross helps to ensure that our recommendations will meet our clients’ specific financial goals.

  • Experience

    Ross has an extensive background in customer service, which he is able to apply directly to his work in the financial planning industry. Ross recently graduated from Griffith University with a Bachelor of Commerce, majoring in Financial Planning and Finance, which saw him also win FPA Top Emerging Financial Planner in 2017.

  • Role

    Working closely with the Financial Advisers, Ross’s primary focus is preparing the Statement of Advice. This involves a heavy amount of research and analysis of strategies to ensure our recommendations meet the clients’ goals whilst also adhering to our strict compliance standards.

  • Outside of Work

    Ross likes to stay as active as possible and enjoys playing football. He also has been known to give anything a go and enjoys spending time with friends and attending sporting events, music festivals or anything with a great atmosphere.

    Ross and his wife are also keen travellers who want to visit as many countries and experience as many different cultures as possible. He believes that experiences are the best form of souvenir for life.

  • What’s your favourite thing about being part of the MWS team?

    The opportunity to continually grow and the chance to have mentors to work closely with that constantly allow me to learn and develop my skills.

  • What do you wish people knew about financial planning?

    That financial planning is a profession that looks at providing guidance around your entire financial world to help you achieve your goals. We are there to help you make educated and smart decisions around anything financial in order to help you reach your long-term targets.

  • What's your favourite book, movie and food?

    Book: Screw It, Let’s Do It by Richard Branson
    Movie: The Pursuit of Happyness
    Food: Curry of any sort

  • If you could give one piece of advice to the Ross from 10 years ago, what would it be?

    Don’t stress about the small things, everything has a way of working out and if they don’t it’s probably for the better.

  • What's your weirdest office habit?

    I listen to my headphones too loudly while sitting at my desk.

  • What's the one thing about you that people would be surprised to learn?

    That, supposedly, I hold a knife and fork differently to most people when eating food. I am also way too competitive and will do anything to not lose a bet.

  • If you could have dinner with anyone past or present, who would it be and why?

    Richard Branson, as I love how he embraces life so openly with no intention of saying no, regardless of the multiple times he has almost been killed. Plus, he owns his own island, which would be pretty cool.

CLIENT TESTIMONIAL

Ben and the team have been such an asset to our wealth building journey. They’re always readily available for help and advice, specific to our particular scenario. It has been a pleasure working with this team and look forward to many more interactions in the future.

Erika D
CLIENT TESTIMONIAL
Having come from a planner where we were very disappointed, it has been a refreshing change dealing with Ben & the team at MWS. They are responsive, helpful, go above and beyond to answer questions and most importantly we have found it easy to understand the finance speak and to actually understand what our money is doing. Thanks for a great experience so far!
Rochelle
CLIENT TESTIMONIAL

Guy and the team have given us peace of mind and confidence in our financial future. They keep us engaged and informed, make it easy for us to ask questions and provide us with tangible results in our regular reviews. We would recommend them to anyone.

Michael E
CLIENT TESTIMONIAL

Nikki and the team have proven invaluable to my financial control and wealth management, I would highly recommend the team at My Wealth Solutions to anyone in any financial situation. 11/10

Ethan M
CLIENT TESTIMONIAL

Excellent service! My girlfriend and I were looking for ways to maximise returns to make to most out of our money. We needed someone with more knowledge in the financial sector than ourselves who we could bounce ideas off and come up with strategies that we hadn’t thought of. Ben and the team at My Wealth Solutions have done exactly that. They have been available for us to ask questions and have been patient with their explanations making sure we understand.

Russell D
CLIENT TESTIMONIAL

Robert Creaton and his skilful team helped me and my wife through the process of financial planning by guiding us to take the right steps. I would recommend Robert and My Wealth Solutions to anyone who wants to secure their future without any stress.

Amit M.
CLIENT TESTIMONIAL

We’ve had a great experience at My Wealth Solutions. The team has been very professional and they send updates so we can track how we are going. Robert has made us feel comfortable about our financial future.

Kylie F.
CLIENT TESTIMONIAL

Ben and his team at MWS are very easy to communicate with and they take the time to explain the nuances involved in financial advice as well as being transparent with costs associated, which is refreshing and trustworthy.

Andrew P.
award winning and highly recommended

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