Qualifications
& Memberships
- The Adviser Association
- Association of Financial Advisers (AFA)
- Diploma of Financial Planning
- Advanced Diploma of Financial Planning
Areas of
Expertise
Estate planning
Insurance
Investments
Retirement
Savings
Self Managed Super Fund
Superannuation
We specialise in Creating and Preserving Wealth, Self Managed Superfunds and Transitioning Wealth from one generation to the next using sophisticated and effective Estate Planning.
We are also keen to give back to the community and participate in the Cancer Council of Australia’s pro-bono program providing financial planning assistance to those in need.
Meet our team
Read More
Susan Ray
Principal Financial Planner
I am the principal of the firm and have specialised in an holistic approach to…
Sarah McMillan
Client Services & Paraplanner
Sarah joined our team in early 2007 as Client Services Manager.
Sarah joined our team in early 2007 as Client Services Manager.
Media
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2022 Office Break-in Communication
From www.hillross.com.au -
Client Testimonials
From www.hillross.com.au -
Financial Freedom - Peter Baines
From www.youtube.com -
Financial Freedom - Leslie Moore
From www.youtube.com -
Financial Freedom - Ian
From www.youtube.com -
Financial Freedom - Max
From www.youtube.com
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