Ross Schoeffel
Ross Schoeffel
Financial Planning
- Experience: 35+ years
- Email: ross@strategic3.com.au
- Phone: 03 9896 5100
With over 35 years’ experience in the financial services industry, Ross joined Strategic Financial Planners in 2021.
Ross’ experience includes 11 years as a Director of Spectrum Funds Management, specialising in Self-Managed Super Fund administration and Financial Planning services. This was followed by 4 years at Equity Trustees as the General Manager, Private Clients. There, Ross was responsible for the investment strategies for Private Clients and Trusts, marketing and product development, SMSF compliance and administration, as well as establishing the Financial Planning division.
Prior to joining us, Ross was a Director of Collins Partners Pty Ltd, a boutique Financial Planning firm, managing a group of high net-worth clients for 20 years.
Ross has a Diploma of Financial Planning, is a Certified Financial Planner (CFP) and is a current member of the Financial Planning Association (FPA) and the SMSF Association.