Financial Adviser
· LINDFIELD, NSW
Russell Wadey
No disciplinary history on record with ASIC
32
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000266702
Russell Wadey is a financial adviser based in Lindfield, New South Wales, with 32 years of experience in the financial services industry. Russell is currently authorised under Hnw Planning Pty Ltd. Russell 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 Business from University of Technology Sydney.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1993
Bachelor of Business
University of Technology Sydney
1993
Investment and Personal Financial Planning
Investment Training College
2000
Diploma of Financial Planning
Financial Planning Association
2013
Self Managed Superannuation Funds
Kaplan Professional Education
2020
Financial Adviser Exam
FASEA
Registration History
MDA services limited to investments held within a regulated platform.
LONSDALE FINANCIAL GROUP PTY LTD
Source: ASIC Financial Advisers Register