Ross Anthony Read

Name
Ross Anthony Read
ID
264457
ABN
First Provided Advice
1999

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • ASX Derivatives - Kaplan
  • Bachelor of Commerce - University of Tasmania
  • Certified Financial Planner - FPA
  • Certified Practicing Accountant - CPA
  • Self Managed superfund - Kaplan
  • accredited listed product - kaplan

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • CPA Australia (CPA)
  • Financial Advice Association of Australia (FAAA)

Licencee

Status
Current
Licence Holder
Enva Australia Pty ltd (#424494)
Commenced
Sept. 3, 2019

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Australia And New Zealand Banking Group Limited (#234527)
Commenced
Jan. 23, 2007
Ceased
Nov. 12, 2012
Status
Ceased
Licence Holder
Charter Financial Planning Limited (#234665)
Commenced
Oct. 16, 2015
Ceased
May 14, 2019
Status
Ceased
Licence Holder
Exelsuper Advice Pty Ltd (#428272)
Commenced
May 14, 2019
Ceased
Aug. 8, 2019
Status
Ceased
Licence Holder
Financial Services Partners Pty Limited (#237590)
Commenced
June 19, 2009
Ceased
Sept. 30, 2011
Status
Ceased
Licence Holder
Magnitude Group Pty Ltd (#221557)
Commenced
April 24, 2014
Ceased
Sept. 30, 2015
Status
Ceased
Licence Holder
Nextgen Financial Group Pty Ltd (#240938)
Commenced
Nov. 6, 2013
Ceased
April 22, 2014
Status
Ceased
Licence Holder
Switzer Financial Group Pty Ltd (#286531)
Commenced
April 29, 2014
Ceased
Aug. 9, 2014