Financial Adviser
· SYDNEY, NSW
Russell James Holmes
No disciplinary history on record with ASIC
30
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000283778
Russell James Holmes is a financial adviser based in Sydney, New South Wales, with 30 years of experience in the financial services industry. Russell is currently authorised under Morgans Financial Limited. 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 Certified Financial Planner from Financial Planning Association. Russell is a member of Certified Financial Planner - FPA and 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Diploma of Financial Advising
Securities Institute of Australia
2004
Certified Financial Planner
Financial Planning Association
2012
Advanced Diploma of Financial Planning
Securities Institute of Australia