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Jarrod Ross

Jarrod Ross

Authorised representative number: 000279668

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
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)


SMSF Association
Member of Stockbrokers and Investment Advisers Association (MeSIAA)


Financial Planning
Life Insurance
Derivatives Level 1
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.