Financial Adviser
· RICHMOND, VIC
Russell Lloyd Lees
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001046
Russell Lloyd Lees is a financial adviser based in Richmond, Victoria, with 21 years of experience in the financial services industry. Russell is currently authorised under The Leaders Investment Manager Pty Limited. 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 Certified Financial Planner from FPA. Russell 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
1993
Diploma of Financial Markets
Securities Insitute of Australia
2006
Graduate Diploma of Financial Planning
FINSIA
2007
Certified Financial Planner
FPA
2010
Accredited Estate Planning Strategist
FPA
2015
Certificate IV in Finance & Mortgage Broking
National Finance Institute
Registration History
Source: ASIC Financial Advisers Register