Financial Adviser
· MELBOURNE, VIC
William Michael Russell
No disciplinary history on record with ASIC
MELBOURNE,
VIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000232522
William Michael Russell is a financial adviser based in Melbourne, Victoria, with 23 years of experience in the financial services industry since 2003. William is currently authorised under Fmd Advisory Services. William holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). William's qualifications include a Bachelor of Business Financial Risk Management from Victoria University. William 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
2003
Bachelor of Business Financial Risk Management
Victoria University
2004
Diploma of Financial Planning
Financial Planning Association
2005
Self Managed Superannuation Funds
Financial Essentials
2010
Margin Lending and Geared Investments
Kaplan Professional
2020
Ethics and Professional Standards for Financial Advisers
Ethics - TAFE NSW