Financial Adviser
· BRIAR HILL, VIC
Russell Smith
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000242116
Russell Smith is a financial adviser based in Briar Hill, Victoria, with 24 years of experience in the financial services industry. Russell is currently authorised under 21 Ten Financial Services Pty Ltd. 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 Bachelor of Arts (Communication Management) from Deakin University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Restrictions: Excludes self-managed superannuation funds
Authorised to provide tax financial advice services
Qualifications and Training
1994
Bachelor of Arts (Communication Management)
Deakin University
2005
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Ltd
2005
Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Ltd
2020
Ethics and Professionalism in Financial Advice FPC002B
Ethics - Kaplan Education Pty Ltd
Registration History
Excludes self-managed superannuation funds
GUARDIANFP PTY LIMITED
Superannuation excludes SMSF Advice
APOGEE FINANCIAL PLANNING PTY LTD
Source: ASIC Financial Advisers Register