Devenny Payne Taxation & Business Services

Ross Johnston

Our Principal Financial Planner
Ross Johnston is the Head of Australian Unity Financial Planning. He is also a financial adviser with substantial experience in working with clients to create secure financial futures. Ross specialises in developing strategic financial plans for clients who are:

Ross's financial advisory expertise includes investments, superannuation, taxation, retirement incomes, Centrelink eligibility, risk insurance and investment gearing.

Ross uses a three-step risk aversion process to minimise his clients' exposure to investment risk - and therefore help his clients attain genuine financial security and investment success. This process includes:

1. The use of proven 'tipping points' to determine when to start investing more into certain assets... and when to start taking profits

2. The use of a 'gap analysis' procedure to determine the most prudent asset allocation a client can adopt and still achieve their lifestyle goals

3. A rigorous regular review process for each client's investments.

Ross's clients value him as a well-credentialed, trusted adviser who has a lifetime commitment to his clients' financial well-being.

Ross presents regular educational seminars on a variety of financial planning topics as part of our Money Insights® series.