Russell oversees the day to day running of bdhSterling’s Western Australian office and Oakbridge Group Offices as well as maintaining ongoing financial planning client relationships.
Russell was one of the founding partners of Oakbridge Financial Services and has over 25 years’ experience as a Financial Planner. He has a Diploma in Financial Planning from Deakin University, is a Certified Financial Planner (CFP), a member of the Financial Planning Association of Australia, and a member of the Boutique Financial Group.
In addition to Russell’s broader financial planning experience, he has had extensive experience working with UK pension transfers and the wider migration market. He migrated himself from Scotland and understands intimately the migration process undertaken by bdhSterling clients.
Title: Managing Director AUS
Qualifications: Diploma in Financial Planning, Certified Financial Planner
Memberships: Member of the FPAA and the Boutique Financial Group