Review Services Officer
Ross has a decade of experience in customer service and retail which he now brings to the financial planning industry along with his love of helping and interacting with clients. In addition to working at My Wealth Solutions, Ross is about to graduate with a Bachelor of Commerce majoring in Finance & Financial Planning.
Ross works diligently behind the scenes supporting our financial advisors with all things relating to our clients. As the point of contact for many clients, he assists our financial advisors with client review meetings as well as implementing updates to their strategy as they are required to ensure they’re on track to meet their goals.
Outside of Work
Being originally from London, Ross’s first love is Chelsea Football Club, but for a close second, he enjoys travelling with his Wife. He also enjoys photography, socialising with friends and family and will watch almost any sport playing.