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Tim Russell
Financial Adviser
My goal is to improve the quality of life for my clients by helping them work towards financial freedom.
Tim is a Financial Adviser who takes a holistic approach to his advice. Tim has a particular focus on helping his clients set achievable goals, manage their cash flow and grow their wealth whilst having the right amount of cover in place to protect it.
Investment Style
Tim believes in developing long term relationships with his clients whilst utilising an active method of investing to maximise long term growth across multiple asset classes.
Services and Specialties
Financial Planning
Personal Insurance
Self-Managed Super Funds
Investment Advice
Stockbroking
Fixed Interest and Cash Management
Superannuation Advice
Retirement and Estate Planning
Qualifications and Professional Affiliations
Diploma of Financial Planning
Graduate Diploma of Financial Planning
Ethics and Professionalism in Financial Advice
Bachelor of Business Management
Associations
Financial Advice Association of Australia (FAAA)
Competencies
Securities
Financial Planning
Life Insurance
ASIC Financial Advisers Register
FASEA Financial Adviser Exam
Superannuation
Tax (financial) Adviser
Managed Investments
Generic
Direct International Equities Trading Adviser
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Gladstone. My employer remunerates me by way of percentage of fees.
