Position: Director – Private Client Adviser
Suburb: BRISBANE, 4000
State: QLD
Mobile: 0417 196 178
Email: helen.russo@fitz.com.au
Website: www.fitz.com.au/adviser/helen-russo/
Helen is a Director of Fitzpatricks Advisory Partners and Private client adviser, having been in the finance and investment industry since 1986.
Fitzpatricks Advisory Partners is part of the Fitzpatricks Private Wealth group, providing holistic strategic private client advice and specialised advice in:
Helen’s expertise comes from her heritage as a 3rd generation family business descendant, together with close to 3 decades of life and work experience in this area.
Helen holds a number of qualifications including: Masters of Financial Planning, Graduate Certificate Financial Psychology, Behavioural Finance, Diploma of Life Coaching, Certificates in Transition and Retirement Coaching. She also holds a number of certifications in collaboration, facilitation, including a TAE training qualification which she has used to train in financial literacy, money values and lectures in Behavioural Finance at University level.
Her experience, training and specialty skill set is beneficial to people to help unlock money mindset, understand financial behaviour, develop healthy relationships with money, and to make conscious financial decisions during major life transitions such as business succession, generational transition planning, retirement, and sudden money events such as inheritance, divorce, loss of a spouse (i.e. financial windfall).