We are a financial planning business based in Florey and our team has been providing professional planning advice over 26 years.

We are passionate about helping businesses and individuals achieve their financial and lifestyle goals. Our aim is to build long-term partnerships with our clients and assist them in building, protecting and managing their wealth and lifestyle for them and their families.

We are part of the Ottavo Financial Group which is a private investment company dedicated to investing in high quality Financial Planning Practices throughout Australia. It was created to meet the demand for the delivery of high-quality financial advice to an increasing population.

So, whether you are approaching retirement, starting a business, changing careers or moving from two incomes to one, we can help you:

  • choose the right investment strategy
  • plan for your retirement
  • protect you and your family
  • make the most of your superannuation
  • budgeting & managing your money

For more information about us, including areas we specialise in, please download our Financial Services and Credit Guide/Financial Services Guide

Bernard Begg

Managing Director/Senior Partner

Andrew (Jian Yi) Lao

Senior Financial Planner

Gareth Adams

Senior Financial Planner/Partner

Mark Anderson

Senior Financial Planner/Partner

Stuart Gilchrist

Senior Financial Planner/Partner

Rick Nicholson

Senior Financial Planner

Trudy Donnelly

Implementation and Compliance Manager

Anil Chaudhary

Paraplanning Manager

Belinda Johan

Client Services Manager

Lauren Swain

Practice Manager

Emmanuel Casquejo

Senior Financial Planning Assistant

Anna Baya-On

Financial Planning Assistant

Jaica Macamay

Financial Planning Assistant

Nikka Alvar

Financial Planning Assistant

Any Questions?

If you have any questions about Russell Dew Financial Services in regards to our services or are looking to book an appointment, please contact us.