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
  • stockbroking
  • 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.

Nowra Financial planning team

latest news from bridges

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    The start of the new financial year brings a number of changes and some new opportunities. Find out if any are relevant to your situation.

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