Liam Russell

Coastline Advice

Bronze

2 Yrs Experience

Torquay, VIC 3228

About Liam
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I am an enthusiastic financial adviser with five years experience at Coastline Advice. We are a leading advice practice that helps clients achieve holistic financial and lifestyle goals. We are passionate about helping people from all walks of life.

Coastline Advice was named practice of the year at the 2022 Astrum awards. Our services include:

Creating investments.
Super investing and planning.
Retirement investing and planning.
Loans/Lending.
Life insurances and income protection.
Age care advice.
Tax planning.
Business solutions.

If you would like to chat about any of these feel free to send me a message.

Outside of Coastline, I love to surf, snow board and travel the world meeting new people and experiences.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Shares & Investments
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

We offer a 15-minute clarity call with a Coastline Adviser at no charge. This phone call is used to determine your needs and explain how Coastline Advice can help you.

If you feel we are the right fit for you, we then offer an Initial meeting at a cost of $440 inc. of GST. This is a 60-90 minute meeting designed to gain a more in-depth understanding of you, your goals, and your current financial position. After learning more about you, your Adviser will discuss professional costs with you.

5.00 October 2024

I can't recommend Liam Russell at Coastline Advice highly enough! As both a financial adviser and a good friend, Liam has made a significant impact on my financial future. He took the time to understand my goals and crafted a tailored plan that fits my needs perfectly. His expertise and approachable nature made the entire process not only informative but also enjoyable. Thanks to Liam, I feel confident and secure about my financial path. If you're looking for someone who genuinely cares and knows their stuff, Liam is the one!

Adviser status Bronze
Rating 5.00
Number of reviews 1
First year providing advice 2022
Years of experience 2
Highest qualification
- Bachelor of Commerce (Accounting and Financial Planning)
Language spoken
- English