Financial Adviser · TORQUAY, VIC

Liam James Russell

4 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001295252

Liam James Russell is a financial adviser based in Torquay, Victoria, with 4 years of experience in the financial services industry. Liam is currently authorised under Akumin Financial Planning Pty Limited. Liam 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 Commerce (Financial Planning and Accounting) from Deakin University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2020

Bachelor of Commerce (Financial Planning and Accounting)

Deakin University

2023

FPE020 SMSF Regulation and Taxation

Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Feb 2022 - Present Current

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