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 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