William Russell Financial Planner Report

Name:
William Michael Russell

Rep Number:
000232522

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2012-10-02 onwards

Location:
Melbourne, , VIC, 0

Licensee
Name:

Number:
000297276

ABN:
16 108 571 875

Controlled By:

Appointed By
Name:
Paragem Pty Limited

Licence Number:
000297276

ABN:
16 108 571 875

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
MDA Services
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Victoria University
Bachelor of Business Financial Risk Management
Financial Planning Association
Diploma of Financial Planning
Kaplan
Margin Lending and Geared Investments
Financial Essentials
Self Managed Superannuation Funds

Memberships
Financial Planning Association of Australia (FPA)