JULIAN RUSSELL
Financial Adviser · Edgecliff, NSW
📚 Qualifications & Training
2006 - Diploma of Financial Services (Financial Planning) - - Mentor Education Pty Ltd
2007 - Advanced Diploma of Financial Services (Financial Planning) - - Mentor Education Pty Ltd
2009 - Master of Business Administration - - University of New South Wales (NSW)
2010 - Certificate IV Financial Services (Finance/Mortgage Broking) - - Traineeship Management Australia (TMA)
🏢 Professional Memberships
CFP - Certified Financial Planner (FPA)
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.