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Russell Holmes
CFP
Private Client Adviser
I take a holistic approach to financial advice in considering your wealth creation, retirement planning, portfolio management, risk management and estate planning to assist you in meeting your goals.
Russ has been in the Financial Services industry since 1990 and in a Financial Planner position from 1995, providing advice to individuals, businesses, companies and Self Managed Superannation Funds.
Investment Style
Russ works closely with clients to develop robust, disciplined and flexible wealth strategies which incorporate appropriate structuring, tax considerations, superannuation, retirement planning and estate planning. His ability to draw on years of experience, combined with the disciplines of financial planning and portfolio managment, ensures the result is a complete wealth managment service customised to achieve the particular long term goals of his clients.
Services and Specialties
Superannuation Advice
Personal Insurance
Fixed Interest and Cash Management
Portfolio Administration
Retirement and Estate Planning
Self-Managed Super Funds
Qualifications and Professional Affiliations
Advanced Diploma of Financial Planning
Ethics and Professional Relationships
CERTIFIED FINANCIAL PLANNER®
Diploma of Financial Advising
Associations
Certified Financial Planner (CFP)
Competencies
Life Insurance
Securities
Generic
ASIC Financial Advisers Register
Margin Lending
FASEA Financial Adviser Exam
Tax (financial) Adviser
Financial Planning
Direct International Equities Trading Adviser
Managed Investments
Superannuation
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Sydney - Retail Equities. My employer remunerates me by way of salary and percentage of fees.
