Ross M Valentine

Ross M Valentine

Ross' Contact Details


Bachelor of Applied Management (Financial Management)

Areas of expertise:

Portfolio management, investment planning via managed funds ETF's and direct shares

What I've done in the past:

Ross has been in the financial services industry for over 40 years.

After 12 year involvement in all facets of banking and finance, he then took up sharebroking in the eighties and in the early nineties started his own financial advisory company, which after a number of name changes is now Southern Wealth Management Ltd

Professional affiliations:

Ross is a member of Financial Advice New Zealand (FANZ) and has served on the local branch committee.

My approach to working with clients:

I want to achieve the best possible result for my clients to enable them to achieve their goals and dreams.

What I enjoy at work

I like dealing with my clients and planning their financial security in a constantly changing investment environment.

What I enjoy out of work:

After hours Ross can often be found either water or snow skiing in Central Otago or tending his garden roses.

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