Financial Adviser
· WEST LAKES, SA
Lucian Russ
No disciplinary history on record with ASIC
29
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000407510
Lucian Russ is a financial adviser based in West Lakes, South Australia, with 29 years of experience in the financial services industry. Lucian is currently authorised under Cobalt Advisers Pty Ltd. Lucian 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 Graduate Diploma of Financial Planning from Kaplan Professional. Lucian is a member of CFP - 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
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2010
Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy Pty Ltd
2011
Advanced Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy Pty Ltd
2013
Professional Certificate in Self-Managed Superannuation Funds
The University of Adelaide
2022
TPB506FA Australian Taxation Law for Tax (financial) Advisers
AAMC Training Group
2022
TPB507FA Commercial Law for Tax (financial) Advisers
AAMC Training Group
2024
Graduate Diploma of Financial Planning
Kaplan Professional
2025
SMSF Specialist Advisor (SSA)
SMSF Association
Registration History
Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register