Ross McConachie  Senior FINANCIAL PLANNER   AFP, B.Com, LLB, CA

Ross McConachie

Senior FINANCIAL PLANNER

AFP, B.Com, LLB, CA

BACKGROUND

Ross has more than 30 years’ experience in the financial services industry.

He joined with Tupicoffs in 2003 after spending 22 years with KPMG where he was a Director advising individual investors and private business owners on a range of investment and taxation issues.

During his career he has worked overseas including in London, New York and Tokyo and he brings an understanding of how global financial events impact upon the Australian investment environment.

Since 2003 Ross has used his experience and knowledge to assist clients to build, protect, and to transfer their wealth to family members.

Qualifications

Ross has a Bachelor of Commerce degree and a Bachelor of Laws degree.  He is a Chartered Accountant and a member of the Financial Planning Association.

my Advice Philosophy

I have always operated in a professional context where clients pay by fee rather than by commission.  My experience confirms that clients prefer to receive advice where conflicts of interest are minimised.  I believe that consistent application is the secret to building and protecting wealth.  Throughout my career I have had a particular interest in intergenerational wealth transfer.