Russell Holmes
Private Client Adviser
Russ has been in the Financial Services industry since 1990 and in a Financial Planner position from 1995, providing advice to individuals, businesses, companies and Self Managed Superannation Funds.
Investment Style
Russ works closely with clients to develop robust, disciplined and flexible wealth strategies which incorporate appropriate structuring, tax considerations, superannuation, retirement planning and estate planning. His ability to draw on years of experience, combined with the disciplines of financial planning and portfolio managment, ensures the result is a complete wealth managment service customised to achieve the particular long term goals of his clients.
Services and Specialties
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Associations
Competencies
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Sydney - Retail Equities. My employer remunerates me by way of salary and percentage of fees.
