Financial Planner Profile
Name: Russell Kapeechkin
Qualifications:
AU Inhouse SMSF Accreditation (2020)
Level of Qualification: Training
Institution: Australian Unity Personal Financial Services (AUPFS)
Advanced Diploma of Financial Planning (2010)
Level of Qualification: Level 6 – Advanced Diploma, Associate Degree
Institution: Mentor Education
Diploma of Financial Planning (2007)
Level of Qualification: Level 5 – Diploma
Institution: Mentor Education
Bachelor of Commerce (2001)
Level of Qualification: Level 7 – Bachelor Degree
Institution: The University of Queensland (UQ)
Documents:
- Financial Services Guide
- Financial Advisers Register
Financial Planning Services:
- Superannuation
- Retirement
- Business solutions
- Risk insurance
- Saving for that special something
- Managing your debt
- Purchasing property
- Estate planning
- Relationship breakdown
- Taking a redundancy
- Inheritance
- Family matters