Financial Adviser
· NEWCASTLE WEST, NSW
Andrew Russell
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001269083
Andrew Russell is a financial adviser based in Newcastle West, New South Wales, with 8 years of experience in the financial services industry. Andrew is currently authorised under Pkfwafsl Pty Ltd. Andrew 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 CFP Certification Program from Financial Planning Association of Australia Limited. Andrew is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2014
Master of Professional Accounting
Southern Cross University
2015
FNS50611 Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2018
Self Managed Superannuation Funds
Kaplan Professional Education
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2020
CFP Certification Program
Financial Planning Association of Australia Limited
Registration History
Authorisation excludes ability to provide advice on MDA, Credit Services (as related to Financial Planning) and Margin Lending
SECURITOR FINANCIAL GROUP PTY LIMITED
Source: ASIC Financial Advisers Register