David James Russell
Financial Adviser in Essendon North, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000279960
- Location
- Essendon North VIC 3041
- Licensee
- Moneyplan Australia (M.P.) Pty. Ltd. (AFSL 229455)
- Authorised since
- 1 September 2004
- First provided advice
- 2004
- Qualifications
- Bachelor Business (Finance), Victoria University (2002); Diploma Finance Services, Kaplan (2006); Certified Financial Planner, Financial Planning Assoication (2008); Life Risk Specialist, Financial Planning Association (2011)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About David James Russell
David James Russell is a financial adviser in Essendon North, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000279960.
Advice is given under the Australian financial services licence of Moneyplan Australia (M.P.) Pty. Ltd., licence number 229455. That authorisation dates from 1 September 2004.
According to the register, David first provided financial advice in 2004. The qualifications listed for David include Bachelor Business (Finance) (Victoria University, 2002), Diploma Finance Services (Kaplan, 2006) and Certified Financial Planner (Financial Planning Assoication, 2008). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
David is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is David James Russell a registered financial adviser?
Yes. David James Russell is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000279960.
Which licensee does David James Russell work under?
Moneyplan Australia (M.P.) Pty. Ltd., Australian financial services licence 229455.
What can David James 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; standard margin lending.