Name | Francis Schoeffel CFP® |
Company | Strategic Financial Planners Pty Ltd |
Address | Level 1, 917 Riversdale Rd Surrey Hills, VIC 3127 |
Phone | 03 9896 5100 |
Ross is an Authorized Representative of Strategic Financial Planners Pty Ltd, a boutique financial planning business with it's own Australian Financial Services Licence (AFSL 246845). He has been in the industry since 1986, gaining a Diploma of Financial Planning in 1991 and qualifying as a Certified Financial Planner (CFP) in 1997. Ross specializes in all aspects of Self-Managed Super Fund (SMSF) management on a fee-for-service basis. Ross is an active fundraiser for Future2 Foundation, the charitable arm of the FAAA, having completed 3 Wheel Classics - cycling from Melbourne to Adelaide in 2014,Sydney to Brisbane in 2015 and 1000kms in November of 2020 - which raised over $240,000.