Russell Gilbert, CFP®

Name Russell Gilbert CFP®
Company Balanced Financial Wealth Pty Ltd
Address 66 Grant Street
Bacchus Marsh, VIC 3340
Phone 0408593625

I started as a Partner with Parsons & Gilbert in 1978 & then became a Director of Smith & Gilbert Pty Ltd in 1981. I am a F.C.A. as a member of the Institute of Chartered Accountants and I am also a Registered Tax Agent, which supplies accounting & taxation services to our clients.I became an Authorised Representative with Bondtech in Canterbury in 1985. Started as a Partner with Bacchus Money in 1987, which is our financial planning business . Then moved as an Authorised Representative to the Securitor Financial Group Ltd. in 1987. We then changed authorised reps to Capstone Financial Planning Pty Ltd in August 2015.I have extensive experience in all fields of financial planning with more than 25 years experience.Account(able) Financial Planners Pty Ltd aims to provide a full range of financial advice & services, complimenting traditional tax planning & accounting activities of Account(able) Accountants Pty. Ltd. To ensure that we offer a complete service, we consider a Clients position in relation to various issues. I have the following qualifications:- Certificate of Financial Planning (DFP 8) in 1999- Certified Financial Planner (CFP) since October 2002- Member Financial Planning Association- Fellow Institute of Chartered Accountants.

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