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Business Mentor and Freelance financial services professional
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