Helen Russo
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Helen Russo is an ASIC-registered financial adviser based in Brisbane, QLD, dedicated to helping individuals and families achieve their financial goals with clarity and confidence. With a Diploma of Financial Planning from Deakin University (2001) and a Master of Financial Planning from Kaplan Professional (2016), Helen possesses a comprehensive understanding of the financial landscape. Furthering her expertise, she holds certifications in Margin Lending, SMSF management, and Aged Care planning. As a member of Family Business Australia (FBA), the Financial Advice Association of Australia (FAAA), and the Qld Association of Collaborative Professionals (QACP), Helen is committed to upholding the highest ethical and professional standards. Authorised to provide advice on a broad range of financial products, including superannuation, insurance, and investments, Helen tailors her recommendations to meet the unique needs of each client. She specialises in wealth management and retirement planning, helping clients build and protect their financial futures. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment guidance Ready to take control of your financial future? Contact Helen today for a consultation and discover how she can help you achieve your goals.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Helen Russo offer?
Helen Russo provides comprehensive financial advice covering superannuation, insurance, wealth management, and retirement planning. She tailors her advice to your specific circumstances and financial goals.
What qualifications and experience does Helen have?
Helen holds a Diploma of Financial Planning, a Master of Financial Planning, and specialist qualifications in Margin Lending, SMSF, and Aged Care planning. She is also a member of several professional associations, including the FAAA.
How does the financial planning process work with Helen Russo?
The process typically begins with an initial consultation to understand your financial situation and goals. Helen will then develop a tailored financial plan, implement the recommendations, and provide ongoing reviews and support.
What can I expect from working with Helen Russo?
You can expect a professional and personalised service, clear and transparent communication, and a commitment to helping you achieve your financial objectives. Helen prioritises your best interests and works collaboratively to develop solutions that meet your needs.
Does Helen Russo specialise in SMSF advice?
Yes, Helen has completed a specialist SMSF course and can provide expert advice on establishing and managing a Self-Managed Superannuation Fund.
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.