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Stefan Russo

Money Options

Silver
1 Yr Experience
Glenelg, SA 5045

I have gained experience working in a variety of finance and financial planning firms, which I undertook while studying part time. I hold two degrees, a Bachelor of Commerce and a Bachelor of Applied Finance. Studying and working concurrently has enabled me to implement and expand on the technical knowledge gained through tertiary education.

I get a lot of satisfaction from researching, interpreting and compiling strategies to help people achieve better financial outcomes in their lives.

I am self-driven and began learning basic financial skills in my early teens, when I was a self-employed Poultry Farmer. Whenever I get the chance, I still like to keep some poultry to have eggs at home and hatch young chicks as an activity to do together with my children.

I am passionate about continuing to pursue a career in financial planning.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets

My fees

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

At a glance

  • Adviser status Silver
  • First year providing advice 2023
  • Years of experience 1
  • Highest qualifications
    • Bachelor of Applied Finance
    • Bachelor of Commerce
  • Language spoken
    • English

Money Options

Suite 1B Level 2, 3-9 Gordon St
Glenelg, SA 5045

Opening hours

  • 9:00am – 5:00pm Monday – Thursday
  • 9:00am – 3:00pm Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Money Options

AFSL 516163