Brad Russell

Brad Russell Email and Phone Number

Associate Adviser at Independent Wealth Management @
Brad Russell's Location
Greater Brisbane Area, Australia
About Brad Russell

Brad Russell is a Associate Adviser at Independent Wealth Management at Independent Wealth Management. He possess expertise in financial planning, wealth management, investments, finance, financial analysis and 12 more skills.

Brad Russell's Current Company Details
Independent Wealth Management

Independent Wealth Management

Associate Adviser at Independent Wealth Management
Brad Russell Work Experience Details
  • Independent Wealth Management
    Associate Adviser
    Independent Wealth Management Jan 2019 - Present
    Gold Coast, Queensland, Australia
  • Amp Advice
    Paraplanner
    Amp Advice Oct 2016 - Dec 2018
    Miami
  • Ksm Group Gold Coast
    Paraplanner / Financial Planner
    Ksm Group Gold Coast May 2015 - Sep 2016
    Gold Coast
  • Crowe Horwath Australia
    Associate Adviser
    Crowe Horwath Australia Jan 2014 - Apr 2015
    Gold Coast
    Assist and support the Principal with her client needs and developing my own client base.
    View
  • Crowe Horwath Australia
    Paraplanner
    Crowe Horwath Australia Sep 2011 - Dec 2013
    Brisbane, Australia
    Worked on all areas of financial planning, including investment and superannution, risk insurance, SMSF and LRBA, and gearing.
    View
  • Russell Paraplanning Solutions
    Paraplanner
    Russell Paraplanning Solutions Jun 2010 - Jul 2011
    Coffs Harbour, Australia
    Contract paraplanner, assisting financial advisers with compliant Statements of Advice throughout Northern NSW.
  • Westlawn Finance Limited
    Paraplanner, Client Services Officer
    Westlawn Finance Limited Apr 2006 - Jan 2010
    Coffs Harbour
    Licensed through Garvan Wealth Management, working on a small portfolio of high net worth clients, assisting the advisers with Statements of Advice and all administration needs.
    View

Brad Russell Skills

Financial Planning Wealth Management Investments Finance Financial Analysis Superannuation Financial Reporting Accounting Financial Risk Portfolio Management Risk Management Tax Strategic Financial Planning Financial Accounting Financial Advisory Income Tax Financial Services

Brad Russell Education Details

Frequently Asked Questions about Brad Russell

What company does Brad Russell work for?

Brad Russell works for Independent Wealth Management

What is Brad Russell's role at the current company?

Brad Russell's current role is Associate Adviser at Independent Wealth Management.

What schools did Brad Russell attend?

Brad Russell attended Fpa, Griffith University.

What skills is Brad Russell known for?

Brad Russell has skills like Financial Planning, Wealth Management, Investments, Finance, Financial Analysis, Superannuation, Financial Reporting, Accounting, Financial Risk, Portfolio Management, Risk Management, Tax.

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