HELEN RUSSO
Financial Adviser · Brisbane, QLD
📚 Qualifications & Training
2001 - Diploma Financial Planning - Diploma (AQF 5) - Deakin Universty
2011 - Margin Lending and Geared Investments - Other - Kaplan Professional
2012 - Cavendish & ICFS Specialist SMSF Course - Other - The University of Adelaide
2015 - Accredited Aged Care Professional - Other - Aged Care Steps
2016 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2016 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
🏢 Professional Memberships
Family Business Australia (FBA)
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.