Name (Last, First)
VALENTINE, ROSS
|
Company
Southern Wealth Management Ltd
|
|
|
Address
Servicing
Christchurch
Dunedin
Central Otago
|
|
|
Areas of Advice
Cash Management, Direct Investment, Investment, KiwiSaver / Retirement, Managed Funds, Tax
|
Professional Designations
Trusted Adviser, Financial Advice NZ
|
Profile
Ross M Valentine
Bachelor of Applied Management (Financial Management)
Areas of expertise:
Portfolio Management, Sharemarket Investing, Financial and Estate planning
What I have done in the past:
Ross has been in the financial services industry for over 38 years.
After 12 year involvement in all facets of banking and finance, he then took up
sharebroking in the eighties and in the early nineties started is own financial services
company, which after a number of name changes is now Southern Wealth Management
Ltd
Professional affiliations:
Ross is a member of Financial Advice New Zealand and has served on the local
branch committee.
My approach to working with clients:
I want to achieve the best possible result for my clients to enable them to achieve their
goals and dreams.
What I enjoy at work:
I like dealing with my clients and planning their financial security in a constantly changing
investment environment.
What I enjoy out of work:
After hours Ross can often be found either water or snow skiing in Central Otago or
tending his garden Roses.
|