WILLIAM MICHAEL RUSSELL
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2003 - Bachelor of Business Financial Risk Management - Bachelor Degree (AQF 7) - Victoria University
2004 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association
2005 - Self Managed Superannuation Funds - Other - Financial Essentials
2010 - Margin Lending and Geared Investments - Other - Kaplan Professional
2020 - Ethics and Professional Standards for Financial Advisers - Bridging Course - Ethics - TAFE NSW
🏢 Professional Memberships
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.