Financial Adviser
· ESSENDON NORTH, VIC
David James Russell
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000279960
David James Russell is a financial adviser based in Essendon North, Victoria, with 22 years of experience in the financial services industry. David is currently authorised under Moneyplan Australia (M.p.) Pty. Ltd.. David 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 from Financial Planning Assoication. David 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
2002
Bachelor Business (Finance)
Victoria University
2006
Diploma Finance Services
Kaplan
2008
Certified Financial Planner
Financial Planning Assoication
2011
Life Risk Specialist
Financial Planning Association