07 5492 0350
Meet Ross Wolstencroft
After an initial career in banking encompassing deposits, lending and the early credit card days, Ross then moved into funds management, followed by some 20 years as a licensed financial planner. From 2006 until recently, he ran a successful boutique financial planning business before joining forces with Compass Financial Solutions.
He can now share this experience and specialist training, particularly the last more than 35 years in the financial services industry, with all clients to educate, advise, and support those who are committed to their financial goals. Ross’s passion is to work in partnership with his clients, to increase their quality of life, now and into retirement, by establishing, managing, and monitoring individually tailored strategies that will help them achieve these goals. This includes the efficient and effective use, and protection, of their available financial resources.
Outside of his working life, Ross has supported various bodies in a voluntary capacity, with his highlight being the 10 years he spent as President of a District Basketball Club in Adelaide, where he was part of a management team that enabled the club to more than double in size during that time, while also winning various senior and junior championships.
He also loves to travel, walk the dog around our beautiful Sunshine Coast beaches with his partner, and potter around in his garden.
Meet the rest of our Team
What Our Clients Say About Us
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You have this year given us a lot of help ( So far Gratus) and made us look at things we didnt really want to think about- like where to next and how do we set ourselves up for the future.Very importantly you have put Sandra who didnt know you at all, at ease very quickly . Your calm ,experience and professionalism shows through, and we feel we are in good hands.
Although the plan is implemented we haven't yet sold the rental house but it is on the market. Once that is sold as discussed we will make a time to meet you in the new year, to get you to roll out a blue print for us to follow over the next few years ( a payday for you at last).
Thanks again
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During the period that I have been dealing with Graham and the team at Compass Financial Solutions I have found that all of my meetings have been made easy by there friendly personalities. Everyone is polite and professional, and always willing to provide answers to questions, no matter how complicated or minor the matter might seem
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Compass Financial Solutions provided all the information we needed to make an informed decision to protect our family. I am confident that we have obtained the best advice for our needs
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My dealings with Graham MacIntyre and his various assistance over the last 8 years since I was widowed have been extremely beneficial and professional but with a feeling of ‘I’m talking to a friend.
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My financial advisor is very approachable at all times. He gives me confidence. He explains financial matters in a way which I can understand.
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We were introduced to Kelly over 15 years ago, when my Wife Judy and I were starting to plan the next phase of our retired / fixed income lifestyle. We were immediately impressed with her astute understanding of what we wanted and would need in the future.
The result being very well-considered Financial Planning that has progressively served us very well. Throughout, Kelly has proven to be highly capable in this demanding area. Has always been available for consultation. And has provided comprehensive advice and guidance in a crucial planning period of our lives.
Her sound judgement has enabled us to incorporate any changes, and cope with any challenges we have encountered from time to time relative to our expenditure and budgeting.
In summary, Kelly’s professional approach and ability are, in our experience, of the highest level.
Don't wait any longer, get in touch today and start on the path to financial success!
Our Contact Details
Business Hours
Office Location
Office Address:
6 Otranto Ave, Caloundra QLD 4551
Mailing Address:
PO Box 231, Caloundra QLD 4551
