Financial Adviser · TOOWONG, QLD

Jane Cathrine Russell

20 Years experience

Tax advice
authorised

Currently at

Professional Investment Services Pty Ltd

Bundall, QLD

View firm profile

ASIC Registered · ADV 000301419

Jane Cathrine Russell is a financial adviser based in Toowong, Queensland, with 20 years of experience in the financial services industry. Jane is currently authorised under Professional Investment Services Pty Ltd. Jane 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 (CFP) Education Program from FAAA. Jane is a member of Financial Planner AFP and Aged Care Specialist of FAAA.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF

Authorised to provide tax financial advice services

Qualifications and Training

2006

Diploma of Financial Services (Financial Planning)

Tribeca Learning

2008

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional

2017

Accredited Aged Care Professional Program

Aged Care Steps

2022

Graduate Diploma of Financial Planning

Kaplan Higher Education

2024

Certified Financial Planner (CFP) Education Program

FAAA

2025

Master of Financial Planning

Kaplan Higher Education