Financial Adviser · BATHURST, NSW

Claire Elizabeth Russell

BATHURST, NSW

27 Years experience

Tax advice
authorised

ASIC Registered · ADV 000258313

Currently at

Lifespan Financial Planning

Sydney, NSW (firm address)

View firm profile

About Claire Elizabeth Russell

Claire Elizabeth Russell is a financial adviser based in Bathurst, New South Wales, with 27 years of experience in the financial services industry since 1999. Claire is currently authorised under Lifespan Financial Planning. Claire holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Claire's qualifications include a Bachelor of Commerce (in Marketing) from The University of New South Wales.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Government Debentures, Stocks or Bonds: class of product only. Managed investments: within Superannuation only - IDPS excluded. Securities: class of product only. The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)

Authorised to provide tax financial advice services

Qualifications and Training

1992

Bachelor of Commerce (in Marketing)

The University of New South Wales

2017

Diploma of Financial Planning

Mentor

Registration History

Lifespan Financial Planning Pty Ltd

Aug 2021 - Present Current

Government Debentures, Stocks or Bonds: class of product only. Managed investments: within Superannuation only - IDPS excluded. Securities: class of product only. The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)

Millennium 3 Financial Services Pty Ltd

May 2020 - Jul 2021 Ceased

Government Debentures, Stocks or Bonds: class of product only. Managed Investments: within Superannuation only - IDPS excluded. Securities: class of product only. Not authorised to provide SMSF advice.

ELDERS FINANCIAL PLANNING PTY LTD

Dec 2017 - Apr 2020 Ceased

Government Debentures, stocks or Bonds: class of product only. Securities: class of product only. Managed Investments: within Superannuation only - IDPS excluded. Not authorised to provide SMSF advice.

Ausure Pty Ltd

May 2015 - Dec 2017 Ceased

AON HEWITT FINANCIAL ADVICE LIMITED

Jan 1999 - Sep 2014 Ceased

Source: ASIC Financial Advisers Register