Financial Adviser · PHILLIP BAY, NSW

Julian Russell

PHILLIP BAY, NSW

19 Years experience

Tax advice
authorised

ASIC Registered · ADV 000331212

Currently at

220 Productions

Sydney, NSW (firm address)

View firm profile

Julian Russell is a financial adviser based in Phillip Bay, New South Wales, with 19 years of experience in the financial services industry since 2007. Julian is currently authorised under Billingham Advisers. Julian holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Julian's qualifications include a Master of Business Administration from University of New South Wales (NSW). Julian is a member of CFP - Certified Financial Planner (FPA) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2006

Diploma of Financial Services (Financial Planning)

Mentor Education Pty Ltd

2007

Advanced Diploma of Financial Services (Financial Planning)

Mentor Education Pty Ltd

2009

Master of Business Administration

University of New South Wales (NSW)

2010

Certificate IV Financial Services (Finance/Mortgage Broking)

Traineeship Management Australia (TMA)

Registration History

Billingham Advisers Pty Ltd

May 2025 - Present Current

Havana Financial Services Pty Ltd

Jul 2023 - Apr 2025 Ceased

HABITUS CAPITAL PTY LTD

May 2020 - May 2024 Ceased

Akumin Financial Planning Pty Limited

Oct 2008 - Apr 2020 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register