Find An Adviser

Helen Russo

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.

Qualifications/Memberships

  • Master of Financial Planning
  • Adv Diploma of Financial Planning
  • Accredited Age Care Specialist
  • Accredited Collaborative Law (Financial Planner)
  • Accredited Retirement & Transition Coach
  • Certificate IV TAE
  • Diploma of Life Coaching
  • Certified Financial Planner (FPA)
  • Practitioner Member (AFA)
  • Practitioner Member (SPAA)
  • Fellow (Institute Managers & Leaders)
  • Australian Assoc of Collaborative Professionals (AACP)

Areas of expertise

Estate Planning

Retirement Planning and Pensions

Self Managed Superannuation Funds (SMSF)

Superannuation

Tax Effective Wealth Strategies

Wealth Creation

Small to Medium Enterprises (SME)

Debt Management

Investment and Portfolio Construction

Divorce and Financial Settlements

Strategic Financial Advice

Centrelink Benefits

Experience

  • 20 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.

Contact details

Helen Russo

1300 199 693 & 0417 196 178

Request a meeting
Level 23, 215 Adelaide St, Brisbane, QLD, 4000

1300 199 693 & 0417 196 178

View on Google Maps

Share

 

Contact Helen Russo

FIND THE RIGHT ADVISER

Fitzpatricks advisers include some of Australia’s most experienced and qualified professionals. Located across Australia and available for a no obligation initial meeting to discuss your life goals and aspirations.

FIND AN ADVISER

LEARNING CENTER

Visit our library of resources containing educational articles and videos to help you live a great life and to keep you updated on financial matters.

EXPLORE LEARNING CENTER

PRIVATE WEALTH PROGRAM

Our Private Wealth Program gives you a financial road map, including action plan to achieve your three and 10 year goals.

SEE PROGRAM DETAILS