Tim Russell
Financial Planning & Wealth Management
My goal is to improve the quality of life for my clients by helping them work towards financial freedom.
Tim is a Financial Adviser who takes a holistic approach to his advice. Tim has a particular focus on helping his clients set achievable goals, manage their cash flow and grow their wealth whilst having the right amount of cover in place to protect it.
Investment Style
Tim believes in developing long term relationships with his clients whilst utilising an active method of investing to maximise long term growth across multiple asset classes.
Services and Specialties
Financial Planning
Personal Insurance
Self-Managed Super Funds
Investment Advice
Stockbroking
Fixed Interest and Cash Management
Superannuation Advice
Retirement and Estate Planning
Qualifications and Professional Affiliations
Diploma of Financial Planning
Graduate Diploma of Financial Planning
Ethics and Professionalism in Financial Advice
Bachelor of Business Management
Associations
No items found.
Competencies
Securities
Financial Planning
Life Insurance
Superannuation
Managed Investments
Generic
I am employed by CQ Wealth Pty Ltd which operates the business of Morgans Financial Limited - Gladstone. My employer remunerates me by way of salary. As a shareholder of CQ Wealth Pty Ltd, I may be entitled to a share of profits. As a Director of CQ Wealth Pty Ltd, I will be entitled to a share of profits.
I am a Director of CQ Wealth Pty Ltd, which operates the business of Morgans Financial Limited - Gladstone. As a a Director and Shareholder, I am remunerated by salary and a share of profits.
