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Ross Jennings

As an experienced financial services professional, Ross can help small businesses owners with business development, practices, performance, recruitment, planning, financials, goal setting, OHS and marketing. With experience across a range of sectors, Ross has a unique and valuable perspective that he enjoys sharing with others so that they can reach their potential.


  • Exit/Succession-
  • Finance-
  • HR-
  • Management-
  • Marketing-
  • Planning-
  • Relationships-
  • Sales-
  • Governance-


  • Financial and insurance services-
  • Administrative and support services-
  • Franchising-
  • Retail trade-
  • Tourism, hospitality, accommodation and food services-
  • Professional, scientific and technical services-
  • Agriculture, forestry, fishing and rural-
  • Construction-
  • Health care and social assistance-
  • Hairdressing and Beauty Industry-

Spoken Languages:

Primary Locations:

  • Melbourne North-
  • Melbourne North West-
  • Melbourne West-
  • North East VIC-
  • Western Victoria-
  • Goulburn Valley-
  • Surfcoast-
  • Ballarat-
  • Central VIC-
  • Geelong-
  • Shepparton-

Locations by request:

  • Ballarat-
  • Western Victoria-
  • Goulburn Valley-
  • Shepparton-
  • North East VIC-
  • Surfcoast-
  • Wangaratta-
  • (Once a month I will travel to locations specified to meet clients upon request .)

Current Occupation:

Business Mentor and Freelance financial services professional

Detailed CV:

Ross has extensive experience within the wealth, retail banking and finance sector across a range of roles and organisations. A strong leader, he set up several state offices and won numerous planning and sales manager awards.

Ross has always had a strong focus on business management, sales management and customer engagement, with an emphasis on performance, teamwork, leadership, passion, integrity and engagement.

  • 1977-1980. General Insurance Clerk with an insurance business.
  • 1980-1983. Insurance Executive with the Municipal Association of Victoria.
  • 1983-1987. Branch Sales Manager/Branch Manager with an insurance business.
  • 1987-1988. Senior Account Executive with an insurance broker.
  • 1988-1989. Regional Sales Manager with an insurance business.
  • 1989. Insurance Financial Adviser with an insurance and funds management business.
  • 1989-1997. Business Development Manager with an insurance business.
  • 1997-1999. Business Development Manager with a financial services business.
  • 1999-2001. National Training Director with an international insurance business.
  • 2001-2005. Regional Manager/State Manager with a funds management business.
  • 2005-2006. Development Manager with a training solutions company.
  • 2006-2007. State Manager Victoria with a financial group.
  • 2007-2018. Financial Planning Development Manager with a bank.


  • Advance Diploma of Financial Services (Financial Planning)
  • Diploma of Financial Services (Distribution)
  • Certificate IV Workplace Training and Assessment
  • Certificate IV Business Front Line Management
  • Accreditation - Mental Health First Aid Australia
  • Accreditation - First Aid

SBMS is proudly supported by the Victorian Government & Small Business Victoria

Contact us on
1300 816 817