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: PLANWEALTH PTY LTD
Licence number: 324595
Licensee’s ABN: 86010035560
Licence controlled by:

The date the Financial Adviser commenced the appointment: 20/10/2008
The date the Financial Adviser ceased the appointment: 02/09/2010
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Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Address:
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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: