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- Financial Advisers Australia (FAA)
- Helen Russo
Helen Russo
- Name
- Helen Russo
- ID
- 316520
- ABN
- –
- First Provided Advice
- 1997
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2001 - Diploma Financial Planning - Diploma (AQF 5) - Deakin Universty
- 2011 - Margin Lending - Diploma (AQF 5) - Kaplan Professional
- 2012 - Cavendish & ICFS Specialist SMSF Course - Other - The University of Adelaide
- 2015 - Accredited Aged Care Professional - Other - Aged Care Steps
- 2016 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Family Business Australia (FBA)
- Financial Advice Association of Australia (FAAA)
- Qld Association of Collaborative Professionals (QACP)
Licencee
- Status
- Current
- Licence Holder
- Fitzpatricks Private Wealth Pty ltd (#247429)
- Commenced
- July 1, 2018
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Core Advisor Group Pty Ltd (#281394)
- Commenced
- Oct. 19, 2012
- Ceased
- March 31, 2013
- Status
- Ceased
- Licence Holder
- Futuro Financial Services Pty Ltd (#238478)
- Commenced
- Dec. 1, 2016
- Ceased
- June 30, 2018
- Status
- Ceased
- Licence Holder
- Lonsdale Financial Group Limited (#246934)
- Commenced
- May 9, 2013
- Ceased
- Dec. 1, 2016
- Status
- Ceased
- Licence Holder
- Planwealth Pty Ltd (#324595)
- Commenced
- Oct. 20, 2008
- Ceased
- Sept. 2, 2010
- Status
- Ceased
- Licence Holder
- Satellite Financial Planning Pty Ltd (#394791)
- Commenced
- April 10, 2010
- Ceased
- Sept. 5, 2012