Name | Russell Holmes CFP® |
Company | Morgans Financial Limited |
Address | Level 21 88 Phillip Street Sydney, NSW 2000 |
Phone | 0400095101 |
I have completed the Certified Financial Planner (CFP) qualification. I have been in the financial services industry since 1990 and in Financial Advice roles from 1995, providing advice to a wide range of clients including individuals, businesses, companies, and self managed superannuation funds. I aim to build long term client relationships providing expertise in portfolio management, retirement planning, superannuation, and Centrelink strategies.