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: