OUR TEAM

Ross Curulli

 

Director and Private Wealth Adviser

CFP®, BBus, DipFP

Ross provides financial advice to a select group of wealthy individuals, successful families, business owners and business leaders.

Ross holds a Diploma in Financial Planning and a Bachelor of Business and is a proud member of both the Financial Advice Association Australia (FAAA) and the Self Managed Super Fund Professionals' Association of Australia. He has over 25 years’ experience as a business owner and financial adviser and a further 10 years working in banking and finance.

Ross specialises in the development, implementation and ongoing management of dynamic, customised superannuation, investment and insurance strategies tailored to the unique need of individuals, families, and businesses.

His approach to financial planning is deeply rooted in a personalised and structured philosophy, enabling him and his team of supporting professionals to help clients make informed and smart financial decisions. His aim is to provide peace of mind through strategic guidance and long-term financial solutions.

Ross works closely with his clients to empower them to become financially organised, achieve their goals and dreams, and secure their financial futures.

Qualifications & Memberships

  • Certified Financial Planner – FPA

  • Bachelor of Business – Charles Sturt University

  • Diploma of Financial Planning – Deakin University

  • Margin Lending and Geared Investments – Kaplan Professional

  • Self-Managed Superannuation Funds – Kaplan Professional

  • Financial Advice Association Australia (FAAA)

  • Self Managed Super Fund (SMSF) Professionals’ Association of Australia

 

TESTIMONIALS

What Ross’s clients say

  • Kim & Frank

    Ross Curulli has been our financial adviser for 20 years. He's seen us successfully through tumultuous economic times with our self managed superannuation fund and more recently to advise on transition to retirement. He is both professional & friendly and is always prompt with answering all enquiries regarding our investments. We've recommended his services to family members and wouldn’t hesitate doing the same for others.

  • Terry & Susan

    Ross Curulli has been our financial adviser since 2006, covering financial matters such as superannuation strategies and estate planning across all areas of our complex financial situation, helping us to feel comfortable with the big picture. We have found him to be very knowledgeable, available and professional. We highly recommend his services.

  • Lauren

    17 years ago the financial investment industry was a landscape that I had no knowledge or experience to enable me to navigate my finances toward. Fortunately, a client of Ross’ who remains current to this day, introduced me to him and so our association and my financial investment portfolio began. I’ve been guided by his expertise, which has resulted in an association that has benefited both my ‘bottom line’ and my confidence in my financial future, going into retirement. He has always combined both a professional and very personal approach in all aspects of our dealings and any financial questions needing explanations or answers are just a friendly informative phone call away.

  • Ian

    I have found Ross to be trustworthy and straightforward with his advice. One of the things that has impressed me about Ross is that he does not make unrealistic promises, nor does he exert pressure to adopt a particular investment strategy. His advice has always been measured, well thought out and supported by past performance. In my experience, his advice has been reliable and my investments, both superannuation and personal have benefitted accordingly.

    I have the upmost respect for Ross, and I would not hesitate in recommending Ross’ services to anyone who is seeking financial advice.