Timothy Ross is an experienced personal financial advisor with three decades of experience in the industry. With a strong track record in financial services, offshore broking, and broker consulting, Timothy brings a wealth of knowledge and expertise to his clients.
Throughout his career, Timothy has successfully managed portfolios from beginner investors to high net worths, consistently delivering excellent results. His global scope allows him to add additional external assets to client portfolios, ensuring comprehensive financial planning and growth.
Timothy's career includes significant contributions to reputable financial advisory firms. As a Senior Consultant and Shareholder at AAM Advisory Services in Singapore, he provided financial planning consultations to both local and expatriate communities. He acted as a mentor to new consultants, conducted sales and presentation training, and played a pivotal role in identifying new business opportunities both locally and internationally.
Prior to his role at AAM, Timothy served as a Senior Consultant at Professional Investment Advisory Service and Inter Alliance International in Singapore, where he developed an in-depth understanding of client requirements and provided tailored financial solutions. He also held the position of Director at Dorchester Agents Ltd in Kuala Lumpur, Malaysia, overseeing financial planning for the expatriate community in Southeast Asia.
With his extensive experience, Timothy has honed exceptional presentation and negotiation skills, enabling him to communicate effectively with clients at all levels, from individual investors to senior management. He is well-versed in assessing existing and new assets, ensuring optimal placement within client portfolios.
Timothy's passion for the financial industry is evident in his commitment to ongoing professional development. He holds various qualifications, including the Monetary of Singapore Financial Advisers Act Representative's License and the International Certificate for Financial Advisers from the Chartered Insurance Institute.
With Timothy Ross as your personal financial advisor, you can trust that your financial goals will be expertly guided and realized. His dedication, experience, and ability to identify opportunities make him an invaluable asset in building and protecting your wealth.
let's discuss your specific needs and how I can help you meet your objectives
30-year track record of success in the financial services sector
Experience advising clients of all profiles
International Certificate for Financial Advisors by the Chartered Insurance Institute (CII)
Monetary Authority of Singapore Financial service license 2003-2011
Singapore College of Insurance Qualifications
Rules and Regulations for financial advisory services 2003
Collective Investment Schemes 2003
Life Insurance and Investment linked policies 2003
Health Insurance 2011
An expat with stints in Singapore, Hong Kong, Malaysia, Spain and Thailand