Helen Russo – Financial Adviser

Adviser identifying number: 316520
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1997

Name of the licence holder: LONSDALE FINANCIAL GROUP LIMITED
Licence number: 246934
Licensee’s ABN: 76006637225
Licence controlled by: IOOF HOLDINGS LTD

The date the Financial Adviser commenced the appointment: 09/05/2013
The date the Financial Adviser ceased the appointment: 01/12/2016
Name of the Authorised Representative: LONSDALE FINANCIAL GROUP LIMITED
Authorised Representative identifying number: 000246934
Authorised Representative’s ABN: 76006637225

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Accredited Aged Care Professional – Aged Care Steps
• Certified Financial Planner – Financial Planning Association
• Diploma Financial Planning – Deakin University/ Financial Planning Association
• Masters Financial Planning – Kaplan Professional Education
• Self Managed Superannuation Funds – University of Adelaide

Relevant memberships of professional bodies or industry associations:

• Association of Financial Advisers (AFA)
• Financial Planning Association of Australia (FPA)
• SMSF Association

Helen Russo is authorised to provide advices on following products: