Financial Adviser
· BRISBANE CITY, QLD
Helen Russo
No disciplinary history on record with ASIC
29
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000316520
Helen Russo is a financial adviser based in Brisbane City, Queensland, with 29 years of experience in the financial services industry. Helen is currently authorised under Infocus Securities Australia Pty Ltd. Helen 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 Master of Financial Planning from Kaplan Professional. Helen is a member of Family Business Australia (FBA) 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
2001
Diploma Financial Planning
Deakin Universty
2011
Margin Lending and Geared Investments
Kaplan Professional
2012
Cavendish & ICFS Specialist SMSF Course
The University of Adelaide
2015
Accredited Aged Care Professional
Aged Care Steps
2016
Accredited Listed Product Adviser Program
Kaplan Professional
2016
Master of Financial Planning
Kaplan Professional
Registration History
LONSDALE FINANCIAL GROUP PTY LTD
SATELLITE FINANCIAL PLANNING PTY LTD
PLANWEALTH PTY LTD
Source: ASIC Financial Advisers Register