JOHN ROSS
Ethos Financial

Ethos Financial Services aims to provide our clients with a financial planning solution that not only produces excellent financial outcomes but is also aligned with our clients' values. We do not prescribe to you our view of ethical investing, rather we construct a financial solution for you based on your individual requirements. We are an independent advisory firm with our own Australian Financial Services Licence, and are a Principal Member of the Financial Planning Association. We do not charge for an initial meeting.

John Ross has over fifteen years experience in the financial services industry, seven years as an accountant and the last eight years as a financial planner.

CERTIFICATION DETAILS
Certified by RIAA since: 2007

Dealer Group: MCP Financial Pty Ltd
Fees and charges structure: Fees for service and commission
Qualifications:
- Certified Practising Accountant
- Certified Financial Planner
Financial Adviser since: 1998
Offering responsible investment advice since: 2003 
What responsible investment services do you offer?
- Superannuation & Retirement Planning
- Investments
- Aged Care Advice
Which responsible invetment products do you provide advice on?
- AMP Capital Sustainable Share Fund
- Australian Ethical Balanced Trust
- Australian Ethical Larger Companies Trust
- Australian Ethical Smaller Companies Trust
- BT Wholesale Ethical Share Fund
- Challenger Socially Responsive Share Fund
- Hunter Hall Value Growth Trust

CONTACT DETAILS
John Ross
Ethos Financial Pty Ltd
Suite 603, Level 6, 1 Princess Street, Kew VIC 3101
Phone: 03 9853 1676
Email: j.ross@ethosfinancial.com.au

DISCLAIMER: This information has been prepared by RIAA based on material provided by John Ross. While it is provided to assist you in finding a financial adviser, RIAA does not endorse or recommend any particular firm or individual financial adviser to the public. Although RIAA attempts to provide accurate, complete and up-to-date information, it makes no warranties or representations, express or implied, as to whether the information provided is accurate, complete or up-to-date. The information provided in this report is general in nature and its brevity could lead to misrepresentation. It is not intended to be advice and could be subject to change. No responsibility can be accepted for those who act on its contents without obtaining specific advice from an adviser.

PAGE LAST UPDATED: December 2009