Claire Elizabeth Russell
authorised
Claire Elizabeth Russell is a financial adviser based in Bathurst, New South Wales, with 27 years of experience in the financial services industry. Claire is currently authorised under Lifespan Financial Planning Pty Ltd. Claire holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce (in Marketing) from The University of New South Wales.
Authorised to Advise On
Restrictions: Government Debentures, Stocks or Bonds: class of product only. Managed investments: within Superannuation only - IDPS excluded. Securities: class of product only. The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)
Authorised to provide tax financial advice services
Qualifications and Training
Registration History
Source: ASIC Financial Advisers Register