HELEN RUSSO (Adviser# 000316520) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is July 1, 2018.
| Register Name | Financial Advisers |
| Adviser Name | HELEN RUSSO |
| Adviser Number | 000316520 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1997 |
| Financial Service (AFS) Licence |
Licence# 000247429 FITZPATRICKS PRIVATE WEALTH PTY LTD |
| Licence ABN | 33093667595 |
| Licence Controlled By |
FTZ TOPCO PTY LTD ftz holdco pty ltd ftz mezzco pty ltd yorkway (victoria) bidco pty ltd |
| Adviser Start Date | 2018-07-01 |
| Appointing Representative Name | FITZPATRICKS PRIVATE WEALTH PTY LTD |
| Appointing Representative Number | 000247429 |
| Appointing Representative ABN | 33093667595 |
| Memberships |
Association of Financial Advisers (AFA) Financial Planning Association of Australia (FPA) SMSF Association Tax Practitioners Board |
|
| Qualification / Degree | Institute / School |
|---|---|
| Accredited Aged Care Professional | Aged Care Steps |
| Cavendish & ICFS Specialist SMSF Course | The University of Adelaide |
| Diploma Financial Planning | Deakin University/ Financial Planning Association |
| Margin Lending | Kaplan Professional |
| Master of Financial Planning | Kaplan Professional |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000247429 |
FITZPATRICKS PRIVATE WEALTH PTY LTD
Licence controlled by: FTZ TOPCO PTY LTD ~ ftz holdco pty ltd ~ ftz mezzco pty ltd ~ yorkway (victoria) bidco pty ltd |
2018-07-01 - | FITZPATRICKS PRIVATE WEALTH PTY LTD |
| 000238478 |
FUTURO FINANCIAL SERVICES PTY LTD
Licence controlled by: HIGHFIELD GROUP PTY LTD |
2016-12-01 - 2018-06-30 | FUTURO FINANCIAL SERVICES PTY LTD |
| 000246934 |
LONSDALE FINANCIAL GROUP LIMITED
Licence controlled by: IOOF HOLDINGS LTD |
2013-05-09 - 2016-12-01 | LONSDALE FINANCIAL GROUP LIMITED |
| 000281394 | CORE ADVISOR GROUP PTY LTD | 2012-10-19 - 2013-03-31 | |
| 000394791 | SATELLITE FINANCIAL PLANNING PTY LTD | 2010-04-10 - 2012-09-05 | |
| 000324595 | PLANWEALTH PTY LTD | 2008-10-20 - 2010-09-02 |
| Licence Name | FITZPATRICKS PRIVATE WEALTH PTY LTD |
| Licence Number | 000247429 |
| Licence ABN | 33093667595 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| UNG QUYEN QUACH | Fitzpatricks Private Wealth Pty Ltd | Current | 2018-07-24 |
| BENJAMIN JAMES BOUFFLER | Fitzpatricks Private Wealth Pty Ltd | Current | 2018-07-18 |
| AYNSLEY JANE JURSON | Fitzpatricks Private Wealth Pty Ltd | Current | 2018-07-01 |
| ANDREW WILLIAM BUTTERELL | Fitzpatricks Private Wealth Pty Ltd | Current | 2018-06-26 |
| BOBBE-LEE DUNCOMBE | Fitzpatricks Private Wealth Pty Ltd | Current | 2018-06-20 |
| BENJAMIN CARLTON RICHARDS | Fitzpatricks Private Wealth Pty Ltd | Current | 2018-06-09 |
| JUSTIN BRUCE CLYNES | Fitzpatricks Private Wealth Pty Ltd | Current | 2018-06-09 |
| BRETT STANLEY ELLIS | Fitzpatricks Private Wealth Pty Ltd | Current | 2018-05-08 |
| IAN DONALD GIBSON | Fitzpatricks Private Wealth Pty Ltd | Current | 2018-04-10 |
| ADAM RAYMOND ORDELMAN | Fitzpatricks Private Wealth Pty Ltd | Current | 2018-01-22 |
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| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.