Russell Wadey
Financial Adviser
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About
Russell Wadey is an ASIC-registered financial adviser based in Lindfield, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Bachelor of Business from the University of Technology Sydney (1993), a Diploma of Financial Planning from the Financial Planning Association (2000), and further qualifications in Self Managed Superannuation Funds from Kaplan Professional Education (2013), Russell possesses a strong foundation of knowledge and experience. He has also passed the FASEA Financial Adviser Exam (2020), demonstrating his commitment to upholding the highest professional standards. Authorised to provide advice on a broad range of financial products, Russell specialises in superannuation, insurance, and wealth management solutions. He's also equipped to guide you through the complexities of retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. Russell's client-centric approach ensures that every recommendation aligns with your unique circumstances and aspirations. • Superannuation Advice • Insurance Solutions • Wealth Management • Retirement Planning • Investment Strategies Ready to take control of your financial future? Contact Russell Wadey today to schedule a consultation and discover how his expertise can benefit you.
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Frequently Asked Questions
What types of financial advice does Russell Wadey provide?
Russell Wadey specialises in superannuation advice, insurance, wealth management, and retirement planning. He can also provide advice on investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities.
What are Russell Wadey's qualifications?
Russell Wadey holds a Bachelor of Business from the University of Technology Sydney, a Diploma of Financial Planning from the Financial Planning Association, and qualifications in Self Managed Superannuation Funds from Kaplan Professional Education. He has also passed the FASEA Financial Adviser Exam.
What is the process for becoming a client of Russell Wadey?
The process typically begins with an initial consultation to discuss your financial goals and current situation. Following this, Russell will develop a tailored financial plan designed to help you achieve your objectives. Regular reviews and adjustments are conducted to ensure the plan remains aligned with your evolving needs.
How can wealth management advice help me?
Wealth management advice can help you grow and protect your assets, plan for your future, and achieve your financial goals. Russell Wadey will work with you to create a personalised strategy that takes into account your risk tolerance, time horizon, and individual circumstances.
What can I expect from a financial planning consultation with Russell Wadey?
During a consultation with Russell Wadey, you can expect a thorough discussion of your financial situation, goals, and concerns. Russell will listen carefully to your needs and provide clear, concise explanations of your options. He is committed to providing transparent and unbiased advice to help you make informed decisions.
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