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Russell Crozier

Financial Adviser

Emerald Private Wealth
North Sydney, NSW 2060

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About

Russell Crozier is an ASIC-registered financial adviser based in North Sydney, NSW, committed to providing tailored financial solutions to help clients achieve their financial goals. With a Diploma of Financial Planning from the Financial Planning Association (FPA) and RG146 accreditation in Margin Lending from MLC ThreeSixty, Russell possesses a strong foundation of knowledge and expertise. As an active member of both the Financial Advice Association of Australia (FAAA) and the Financial Services Institute of Australasia (FINSIA), Russell adheres to the highest professional standards and stays abreast of the latest industry developments. He is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, and wealth management solutions. Russell specialises in helping clients navigate the complexities of financial planning, ensuring they make informed decisions that align with their unique circumstances. With Russell's guidance, you can expect a personalised approach to your financial well-being. He is dedicated to building long-term relationships with his clients, providing ongoing support and advice as their needs evolve. • Superannuation Advice • Retirement Planning • Investment Advice • Life Insurance • Wealth Management Ready to take control of your financial future? Contact Russell Crozier today for a consultation and discover how he can help you achieve your financial aspirations.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Superannuation strategies Retirement planning Investment portfolio construction Risk management and insurance Wealth accumulation

Client Types

Personal Investors

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000238429

Verify on ASIC Register

Authorised Representative Number

000249859

Verify on MoneySmart Register

Frequently Asked Questions

What services does Russell Crozier offer?

Russell Crozier provides a comprehensive range of financial services, including superannuation advice, retirement planning, investment advice, life insurance, and wealth management. He tailors his advice to meet each client's specific needs and goals.

What qualifications does Russell Crozier have?

Russell Crozier holds a Diploma of Financial Planning from the Financial Planning Association (FPA) and RG146 accreditation in Margin Lending from MLC ThreeSixty. He is also a member of the Financial Advice Association of Australia (FAAA) and the Financial Services Institute of Australasia (FINSIA).

How does Russell Crozier approach financial planning?

Russell Crozier takes a personalised approach to financial planning, focusing on building long-term relationships with his clients. He works closely with each client to understand their unique circumstances, goals, and risk tolerance before developing a tailored financial plan.

What can I expect during a consultation with Russell Crozier?

During a consultation with Russell Crozier, you can expect a thorough discussion of your financial situation, goals, and concerns. He will explain his approach to financial planning and answer any questions you may have. The consultation is an opportunity for you to get to know Russell and determine if he is the right financial adviser for you.

Why should I choose Russell Crozier as my financial advisor?

Russell Crozier's commitment to personalized service, combined with his qualifications and professional memberships, makes him a trusted choice for financial advice. He is dedicated to helping his clients achieve their financial goals and providing ongoing support and guidance.

Get in Touch

Contact Russell directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.