Claire Elizabeth Russell
Financial Adviser in Bathurst, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000258313
- Location
- Bathurst NSW 2795
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 2 August 2021
- First provided advice
- 1999
- Qualifications
- Bachelor of Commerce (in Marketing), The University of New South Wales (1992); Diploma of Financial Planning, Mentor (2017)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- 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)
- Tax (financial) advice
- Yes
- Register status
- Current
About Claire Elizabeth Russell
Claire Elizabeth Russell is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Bathurst, New South Wales (adviser number 000258313).
Claire provides advice as an authorised representative of Lifespan Financial Planning Pty Ltd, which holds Australian financial services licence 229892. That authorisation dates from 2 August 2021.
The register records 1999 as the year Claire first provided financial advice. The qualifications listed for Claire include Bachelor of Commerce (in Marketing) (The University of New South Wales, 1992) and Diploma of Financial Planning (Mentor, 2017).
Claire is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “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).”
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Questions people ask
Is Claire Elizabeth Russell a registered financial adviser?
Yes. Claire Elizabeth Russell is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000258313.
Which licensee does Claire Elizabeth Russell work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Claire Elizabeth Russell give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "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)."