The Financial Planning Association of Australia The Financial Planning Association of Australia

Russell Holmes, CFP®


Name Russell HolmesCFP®
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, personal insurance and Centrelink strategies.

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