Senior Consultant, Stratus Financial Group
Bachelor of Commerce
Member, Financial Planning Association
Ross Munro has achieved the gold standard in financial planning with some of his clients having been with him for 30 years. Ross, now retired as an authorised representative and no longer able to provide personal advice, will continue with Stratus Financial Group over the coming 12 months, in his role as senior consultant to the Group.
Ross has enjoyedhelping his clients achieve financial well-being. With a financial services career that spans nearly 30 years, his knowledge and professional experience includes taxation, accounting, self-managed super funds, investment and financial planning strategies and life insurance programs.
Ross began his career in the audit division of a firm later to become PriceWaterhouseCoopers and he commenced his commercial career as Accountant Queensland for Brambles Long Distant Transport and a company which became One Steel Limited. It was here that Ross gained real insight into the financial management of large publicly listed companies.
Establishing his own taxation and accounting partnership in 1981, Ross remained in private practice partnerships for 20 years. In this capacity he has worked in the capacity of an auditor for self-managed super funds and as a result has extensive knowledge of the operation of SMSF’s and associated legislation requirements.
Naturally Ross’ knowledge of tax provides additional insights when assisting clients with financial strategy particularly with regard to the consequences of selling a business, applicable capital gains tax concessions including superannuation contributions and the structuring investment holdings.
Working with clients who are in the pre-retirement and retired phases of their lives, Ross has built ongoing relationships and he used his expertise in superannuation to help create tax efficient income streams and a financially comfortable retired lifestyle. Ross has developed a special interest in retirement investments. In appropriate circumstances, Ross has assisted clients to have a high level of control over their superannuation assets, establish self-managed super funds.
He provided personalised advice for clients with complex financial circumstances including high earning individuals, professionals and owners of large private businesses.
Ross has a genuine interest in his clients and their financial affairs and works to build long term trusting relationships. Carefully understanding a client’s situation and their specific needs is central to the way Ross works. Put simply, Ross embraces the mantra of ‘Making it Happen’ working with his clients to keep them on track to achieve their financial lifestyle goals.
Ross’ colleagues describe him as reliable, patient, understanding and caring, but not just in the workplace.
Ross has been a member of the Moggill Mt Crosby Lions Club for over 18 years and he is involved in supporting many community projects through Lions International, including the annual Heritage Bank Ipswich 100 bike ride. Ross and his Lions Club volunteers manage the race which has raised over $100,000 for charities including Youngcare, Epilepsy Queensland and the Ipswich Hospital Foundation.
Ross is a Brisbane boy through and through. He was born in Brisbane, completed his school and university education in Brisbane, and he began his career in Brisbane. His first foray into working life was work experience with an advertising agency. While undertaking a Bachelor of Commerce degree and a Master of Business Administration degree, Ross began working with a firm of Chartered Accountants later to become PriceWaterhouseCoopers.
When he is not busy helping his clients, Ross enjoys spending time with his wife, two daughters and grandchildren.
Stratus Financial Group and its advisers are authorised representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306. The information on this website is of a general nature only and neither represents nor is intended to be personal advice on any particular matter. Stratus Financial Group strongly suggests that no person should act specifically on the basis of the information supplied and should obtain appropriate professional advice based on their own personal circumstances. © Copyright Stratus Financial Group