Helen Russo - Principal

CFP® M Fin Plan, ADFS (FP), Cert IV TAE, FAIM
A financial life architect and planner of 20 years experience.

CFP® M Fin Plan, ADFS (FP), Cert IV TAE, FIML

Here’s the usual story you expect to find, about qualifications and the experience I have – yes, to that end I have spent the past 20 years working as a Financial Life (Architect) Planner and studying.  I believe to be a Professional you become a lifelong learner, this is not a chore as I love what I do and am fascinated by people, and want to know more to be the best I can be for my clients.  Apart from technical skills, I have also trained in Life, Transition and Retirement Coaching.  I remain a student of life and have learnt much from my many and varied experiences over time.

Let me tell you a little about me personally – I love waking to each new day, marvelling at the joy of being alive, embracing my family – my partner and daughter and our 2 mischievous Burmese cats – Scooter & Chloe, getting lost in great movies, listening to music, catching up with friends, eating and laughing, cooking, writing, painting and dreaming of visiting far away places.  I am just like you – looking to make the most of this life and live it to the fullest.

Qualifications

  • Master’s Degree – Financial Planning;
  • Advanced Diploma (FS) – Financial Planning;
  • Certified Financial Planner (since 2001);
  • Cert IV TAE (Training and Education);
  • Dip Life Coaching;
  • Bach of Social Science (Behavioural Studies) completing.