Ross Vanderwolf

About Ross...

Ross is a highly qualified and celebrated financial services professional.  Since 1981, he has dedicated his knowledge, experience and financial acumen to helping clients set and achieve goals and industry peers to strive for excellence.

Ross is the recipient of numerous industry awards and accolades, the most coveted being elected President, Million Dollar Round Table (September, 2018), the world’s pre-eminent association of independent insurance and financial professionals.

Specialising in planning, Ross is adept at creating bespoke financial plans that reflect individual goals and aspirations, while articulating the financial tools and strategies necessary for achieving them. Ross advises across all aspects of wealth accumulation, superannuation and SMSF, personal and business insurance and retirement planning.

An advocate for continuous improvement and uncompromising professional standards, Ross is formally qualified having achieved Certified Financial Planner status, internationally recognised and the highest designation in financial planning, as granted by the Financial Planning Association. Ross proactively gives back to his industry having served on several industry association boards, as well as mentoring young advisers and peers, encouraging them to uphold the highest ethical standards for financial planning.

* Million Dollar Round Table (MDRT)
Founded in 1927, Million Dollar Round Table (MDRT) is a global, independent association of more than 62,000 of the world’s leading life insurance and financial services professionals from more than 500 companies across 69 nations and territories. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognised internationally as the standard of excellence in the life insurance and financial services business. For more details visit: www.mdrt.org