Ross Tully commenced his financial services career in 2005, initially working in retail banking.
With a growing interest in financial services, he commenced formal financial planning studies in 2006. Ross subsequently commenced work within the financial planning division in 2007.
Ross gained valuable knowledge and experience in client service roles particularly in the area of superannuation. An important aspect of these roles was the provision of current market, balance and investment information to clients along with specific personal insurance information. From this experience, Ross developed a personal understanding of the high levels of underinsurance within Australia and found his passion for assisting clients with their personal insurance needs.
In recognition of Ross’ understanding and passion for personal insurance, he joined Heritage Bank in 2008 as a Personal Insurance Help Advisor. This role allowed Ross to specialise and build his knowledge and experience in personal insurance advice.
Ross joined CD Financial Planning (previously known as QT Financial Planning) in May 20 in this specialist role to continue focusing on personal insurance advice and solutions for his clients.
Contact Ross today
07 3842 6297