Helen Russo Authorised Representative of
Fitzpatricks Private Wealth Pty Ltd
Financial freedom means more than a large sum of money in the bank. It means a release from the stress and worry involved in affording the present and planning for the future. Freedom is having the confidence that you can navigate a change of employment or a change of health. Believing you can come out the other side of a relationship breakdown, either professional or personal. Knowing you are prepared for retirement and the later stages in life.
Helen’s passion is people and helping them achieve this level of freedom. With years of experience and expertise, Helen acts as a teacher, mentor and coach to help you live “your best life”. Utilising a big picture approach, Helen takes time to learn who you really are and where you want to be. Understanding that everyone’s needs are personal and unique, she seeks to bring clarity, direction and certainty to her clients’ financial universe.
Helen not only provides you with the comfort that your interests are being protected but also with precious time to live the life you want to live. By collaborating with other advice professionals to provide “best advice” for your specific situation, Helen takes care of the details so you can enjoy life. Her bespoke approach to personal financial advice reflects both her care and understanding as she partners with you to achieve success.
Focussed on making a difference, Helen is dedicated to her profession and also makes time to mentor and train in financial education and literacy.
Helen Russo and Gemminni Pty Ltd T/As Fitzpatricks Advisory Partners ABN 84 163 410 704 are Authorised Representatives of Fitzpatricks Private Wealth Pty Ltd, ABN 33 093 667 595, AFSL No. 247 429.
Qualifications/Memberships
- Master of Financial Planning
- Adv Diploma of Financial Planning
- Graduate Certificate of Financial Psychology
- Accredited Age Care Specialist
- Accredited Collaborative Law (Financial Planner)
- Accredited Retirement & Transition Coach
- Certificate IV TAE
- Diploma of Life Coaching
- Certified Financial Planner (FPA)
- Family Business Specialist Accredited Adviser
- Member of Family Business Australia
- Australian Assoc of Collaborative Professionals (AACP)
Areas of expertise
Investment and Portfolio Construction
Retirement Planning and Pensions
Estate Planning
Self Managed Superannuation Funds (SMSF)
Superannuation
Tax Effective Wealth Strategies
Wealth Creation
Small to Medium Enterprises (SME)
Debt Management
Divorce and Financial Settlements
Strategic Financial Advice
Centrelink Benefits
Experience
- 27 years diverse financial planning experience including work with ANZ Bank, NSP Buck (Corporate Super Fund FP), MLC Private Clients, Macquarie Bank (Professional & Business Bank FP), PlanWealth (Accountant panel FP)
Helen Russo is an authorised representative of Fitzpatricks Private Wealth Pty Ltd.
Testimonials
“Helen Russo has been our financial planner for over six years now. We have been able to achieve a more stable financial situation, thanks to her wisdom and knowledge. We now have a plan for the future and we credit Helen with helping us to create that vision – you help us sleep at night. Helen is very understanding and brings experience and “big picture” thinking to our situation. Her ability to explain and describe has been essential to increasing our financial literacy. Most importantly, Helen is very compassionate and caring, which provides an essential component to our relationship with her. We have recommended Helen to friends and family and will continue to do so.”
MARK AND JEN
“The difference of having you in my life is simple…following my divorce and settlement, I found myself having more money than I ever had before. Knowing how easy I would succumb to nibbling at that money, you planned and organised my finances that allows me to live my life – having holidays and plans for my future. Not having made big financial decisions previously I feel empowered, have peace of mind and am confident of my future and retirement .. no longer is superannuation and retirement (will I have enough to live my life) a scary topic!”
ANNIE
“We have come to learn that everybody should have and needs a Financial Planner. The skills and depth of knowledge a Financial Planner brings is not something you do yourself. It is invaluable to have a trusted professional like our Financial Planner – Helen Russo, who is in touch with all the constant changes occurring in the financial world. Helen brings her holistic approach when working with us along with great skill and care in applying her specialist sills to our current and future financial life plan”
LUC AND ANNA
Helen Russo is an authorised representative of Fitzpatricks Private Wealth Pty Ltd.
Helen Russo
1300 199 693
0417 196 178
Fitzpatricks Advisory Partners
Level 23, 215 Adelaide St, Brisbane, QLD, 40001300 199 693
0417 196 178
