Ross Jefferies is currently an Enterprise Account Manager at Effi Technologies, a position held since 2025. Prior to this role, Ross worked as a Senior Risk Specialist at Premier Wealth Protection and served as a Life Insurance Specialist at Life Insurance Direct from 2024 to 2025. Ross has extensive experience as a Financial Planner at Panoramic Wealth Management Ltd. from 2015 to 2023 and was a Trainee Paraplanner at H & D Wealth (TW) Ltd. from 2014 to 2015. Additionally, Ross contributed as a committee member for both the Next Generation Business Chamber Sevenoaks from 2019 to 2021 and The Chartered Institute for Securities & Investment from 2018 to 2024. Ross continues to pursue education at The Skinners' School.
Location
Bronte, Australia
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