Jarrod Ross

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

Personal Insurance

Portfolio Administration

Retirement and Estate Planning

Self-Managed Super Funds

Stockbroking

Superannuation Advice

Industry Experience

Sectors Covered

Jarrod Ross's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Ethics and Professional Relationships

Graduate Diploma of Applied Finance & Investment

Graduate Certificate in Financial Planning

Bachelor of Engineering (Elec)

Associations

Member of Stockbrokers and Investment Advisers Association (MeSIAA)

SMSF Association

Competencies

Derivatives Level 1

Financial Planning

Generic

Life Insurance

Managed Investments

Margin Lending

Securities

Superannuation

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.