Helen Russo CFP®
About Me
My passion is to enrich your life and help you to live your best life. I work with individuals and families helping to gain clarity, vision about life, purpose and to determine best use of financial resources. My guidance enables you to become financially well sorted, gain peace of mind and be in control, helping you to make confident and informed financial choices and live your life on purpose.I have a specialty skill set and training which is beneficial to clients experiencing life transitions such as divorce, loss of a spouse, retirement, inheritance, sale of a business and financial windfall.
Areas of Focus
- Cashflow management
- Divorce
- Employment changes
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- SME advice
- Superannuation
- Wealth management
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Highest Level of Education Masters Degree
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Years of Experience 27 Years
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Licensed By Fitzpatricks Private Wealth Pty Ltd