Russell Phillips profile photo

Russell Phillips

Goldfinch Financial Advisory Pty Ltd

Gold
27 Yrs Experience
Heidelberg, VIC 3084

Goldfinch Financial Advisory Pty Ltd

Level 1, Suite 105, 40 Burgundy St
Heidelberg, VIC 3084

At a glance

  • Adviser status Gold
  • First year providing advice 1997
  • Years of experience 27
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Initial advice costs are dollar based and are based on a time estimate of the advice required. Ongoing advice is dollar based depending on the selected annual review service.

Licensed by

Interprac Securities

AFSL 246638