Ross Love

Senior Private Wealth Adviser

Background

Ross has almost two decades of experience in the investment and financial markets, helping his high net worth clients protect and grow their wealth.

Ross’ clients vary from surgeons and farmers to business owners and self-managed super fund (SMSF) retirees, each with different investment objectives and requirements. Ross provides specific personalised advice to each client and insights regarding investment market cycles over the past century.

This deep analysis helps his clients make informed decisions on adjusting equity exposure and increasing defensive assets, notably during the global financial crisis and the COVID decline.

Areas of Expertise

Key Services

Financial
Planning
Investment Advice
& Strategy
Portfolio Construction

& Management
Portfolio Reporting & Administration
Supernnuation
& SMSF
Stockbroking
Retirement
Planning
Philanthropic
Giving
Investment & Market Research

Qualifications

  • Bachelor of Commerce (Economics) (Honours), Deakin University
  • Bachelor of Arts (Chinese), Deakin University

Certifications

  • Chartered Market Technician (CMT)
  • Certified Financial Technician (CFTe)
  • Accredited Derivatives Adviser Level 1 & 2

Areas of Advice

  • Asset allocation
  • Financial advice
  • Investment strategies

Office

Melbourne
Level 22/35 Collins St Melbourne VIC 3000
(03) 9608 4111
melbourne@ords.com.au

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