|Name||Russell Gilbert, CFP®|
|Company||Balanced Financial Wealth Pty Ltd|
|Address||66 Grant Street
Bacchus Marsh, VIC 3340
|Phone||03 4310 8000|
I started as a Partner with Parsons & Gilbert in 1978 & then became a Director of Smith & Gilbert Pty Ltd in 1981. I am a F.C.A. as a member of the Institute of Chartered Accountants and I am also a Registered Tax Agent, which supplies accounting & taxation services to our clients.
I became an Authorised Representative with Bondtech in Canterbury in 1985.
Started as a Partner with Bacchus Money in 1987, which is our financial planning business . Then moved as an Authorised Representative to the Securitor Financial Group Ltd. in 1987. We then changed authorised reps to Capstone Financial Planning Pty Ltd in August 2015.
I have extensive experience in all fields of financial planning with more than 25 years experience.
Account(able) Financial Planners Pty Ltd aims to provide a full range of financial advice & services, complimenting traditional tax planning & accounting activities of Account(able) Accountants Pty. Ltd. To ensure that we offer a complete service, we consider a Clients position in relation to various issues.
I have the following qualifications:
- Certificate of Financial Planning (DFP 8) in 1999
- Certified Financial Planner (CFP) since October 2002
- Member Financial Planning Association
- Fellow Institute of Chartered Accountants.