Financial Adviser
· ADELAIDE, SA
Wesley Paul Russell
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003937
Wesley Paul Russell is a financial adviser based in Adelaide, South Australia, with 20 years of experience in the financial services industry. Wesley is currently authorised under Latitude Private Wealth Licensee Services Pty Ltd. Wesley 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 Management from University of South Australia. Wesley 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
RG146 Securities & Derivatives
Financial Education Professionals
2006
Diploma of Financial Planning FNS50804
AMP
2008
Bachelor of Management
University of South Australia
2011
RG146 Margin Lending
Kaplan Australia