Jane Cathrine Russell
Financial Adviser in Toowong, Queensland, Australia
Review Jane Cathrine Russell
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000301419
- Location
- Toowong QLD 4066
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221); Matrix Planning Solutions Limited (AFSL 238256); Professional Investment Services Pty Ltd (AFSL 234951)
- Authorised since
- 4 December 2024
- First provided advice
- 2006
- Qualifications
- Diploma of Financial Services (Financial Planning), Tribeca Learning (2006); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2008); Accredited Aged Care Professional Program, Aged Care Steps (2017); Graduate Diploma of Financial Planning, Kaplan Higher Education (2022); Certified Financial Planner (CFP) Education Program, FAAA (2024); Master of Financial Planning, Kaplan Higher Education (2025)
- Memberships
- Financial Planner AFP and Aged Care Specialist of FAAA
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF
- Tax (financial) advice
- Yes
- Register status
- Current
About Jane Cathrine Russell
Jane Cathrine Russell is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Toowong, Queensland (adviser number 000301419).
Jane provides advice as an authorised representative of Alliance Wealth Pty Ltd, which holds Australian financial services licence 449221. The register also lists Matrix Planning Solutions Limited (licence 238256) and Professional Investment Services Pty Ltd (licence 234951). The current authorisation started on 4 December 2024.
According to the register, Jane first provided financial advice in 2006. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Tribeca Learning, 2006), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2008) and Accredited Aged Care Professional Program (Aged Care Steps, 2017). Jane is recorded as a member of Financial Planner AFP and Aged Care Specialist of FAAA.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.”
Reviews
Nobody has reviewed Jane Cathrine Russell here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Jane Cathrine Russell a registered financial adviser?
Yes. Jane Cathrine Russell is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000301419.
Which licensee does Jane Cathrine Russell work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221, Matrix Planning Solutions Limited, Australian financial services licence 238256 and Professional Investment Services Pty Ltd, Australian financial services licence 234951.
What can Jane Cathrine Russell give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF."