Meet Ross Heslop
I am passionate about building long-term relationships with my clients by providing them with professional advice and personal ongoing service.
My advice services are based on:
- helping everyday Australians enjoy their retirement, either now or when they ultimately retire
- regular reviews and meetings with my clients, ensuring the financial strategies and investment portfolios remain fresh
- pro-active management of clients' portfolios in alignment with the intelligence and recommendations provided by Bridges Research.
I have been with Bridges since 2004 and have over 30 years' experience in the financial services industry.
My roles have included being a financial planner and managing financial planners as well as corporate roles in marketing and practice management.
I hold a Bachelor of Commerce degree from the University of New South Wales and a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia.
I am a Fellow Chartered Financial Practitioner and Fellow of the Financial Services Institute of Australia.
As an Authorised Representative of Bridges, I assist clients in the areas of:
- tax-effective investment strategies
- superannuation strategies
- retirement planning
- centrelink entitlements
- life insurance (life, TPD, trauma and income protection).
I am backed by a team of leading research analysts and my clients have access to a range of leading Australian and international fund managers as well as listed investments.
Bridges Wollongong City Financial planning team
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