MenuRussell Holmes CFP®
About Me
I have completed the Certified Financial Planner (CFP) qualification. I have been in the financial services industry since 1990 and in Financial Advice roles from 1995, providing advice to a wide range of clients including individuals, businesses, companies, and self managed superannuation funds. I aim to build long term client relationships providing expertise in portfolio management, retirement planning, superannuation, and Centrelink strategies.
Areas of Focus
- Aged care
- Divorce
- Employment changes
- Government assistance
- Investments
- Retirement
- Superannuation
- Wealth management
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Years of Experience 29 Years -
Licensed By Morgans Financial Limited
