// Financial Adviser
Volunteering for 10 years on the National Board of not-for-profit Australian Investors Association allowed Russell to develop and support investor networking and education. This included the roles of Vice-President and President.
Russell navigated clients through the 1987 stock market crash; 2001 Dot Com crash; Global Financial Crisis 2007-2009, COVID-19 and 2019-2020 recession.
Backed by solid tertiary training, Russell is a Certified Financial Planner (CFP); he holds a Graduate Diploma in Financial Planning; he is an Accredited Estate Planning Strategist; a Tax (financial) Adviser with the Tax Practitioners Board; and a Member of the Financial Planning Association. Collaborating with accounting, legal, and stockbroking contacts means Russell can provide a broad range of services that you can trust.
Kauri Wealth operates through personal recommendation. If you would like to speak to two or three existing clients to ask why they place their trust in Russell, please contact him on the number below.
Professional Qualifications and Education
- Certified Financial Planner (CFP)
- Graduate Diploma in Financial Planning
- Accredited Estate Planning Strategist
- Tax (financial) Adviser with the Tax Practitioners Board
- Member of the Financial Planning Association
Industry and Service Specialisations
- Financial Planning
- Managed Investments
- Direct Equities
- Risk Insurance
- Superannuation and Retirement Planning
- SMSF
- Mortgage Broking
- Asset Financing
- Debt and Cash Flow Management
Leaders Service Area
- Private Wealth Management and Family Office Services
Corporate Authorised Representative: Kauri Wealth Management Pty Ltd (CAR #001280146)
ABN: 32 633 817 204 AFS Representative Number: 1001046
Address: Level 3/534 Church Street, Cremorne, Vic 3121
Postal: PO Box 2182, Richmond, Vic 3121
Mobile: 0439 852 963
Email: russell@kauriwealth.com.au
Kauri Wealth Management Pty Ltd is a corporate authorised representative of The Leaders Investment Manager Pty Ltd.
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