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Jarrod Ross
GDipAppFin GCertFP MeSAFAA
Investment Manager
There's many ways to plan and invest for your future. The best are based on exceptional knowledge, complete transparency, proactive support and of course, your say.
Jarrod is a Senior Investment Adviser who has been with Morgans since 2004. He has a diverse industrial background having worked for several multinational companies and the Royal Australian Navy before moving to the finance sector. A pragmatic but methodical approach to planning with a keen eye for detail is the inevitable consequence of such broad experience.
Investment Style
Jarrod builds diversified portfolios that use the right combination of cash, fixed interest, property/infrastructure and shares, all using direct ASX listed securities. Coupled with proactive management, his approach is ideal for creating or sustaining financial independence, especially through Self Managed Super Funds.
Services and Specialties
Self-Managed Super Funds
Stockbroking
Retirement and Estate Planning
Personal Insurance
Superannuation Advice
Portfolio Administration
Qualifications and Professional Affiliations
Ethics and Professional Relationships
Graduate Certificate in Financial Planning
Graduate Diploma of Applied Finance & Investment
Bachelor of Engineering (Elec)
Associations
SMSF Association
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
ASIC Financial Advisers Register
Financial Planning
Life Insurance
Tax (financial) Adviser
Generic
FASEA Financial Adviser Exam
Derivatives Level 1
Superannuation
Direct International Equities Trading Adviser
Securities
Managed Investments
Margin Lending
I am employed by JSM Investments (Aust) Pty Ltd which operates the business of Morgans Financial Limited - Sunshine Coast. My employer remunerates me by way of percentage of fees. As a shareholder of JSM Investments (Aust) Pty Ltd, I may be entitled to a share of profits.
