Best Interest Staff
CEO & Founder
Russell is a pioneer in the financial advice industry in Australia with over 38 years advising clients on financial planning and making a profound difference to their lives. Russell started his professional life as an Accountant for a large multinational in Melbourne in 1980.
After moving to Sydney and helping establish the local branch of the International Association of Financial Planning which later became the FPA he became a National Manager for investors for the AMP in the early 90’s.
Russell established Financial Choice in 1996 and then set up www.findmysuper.com.au the first online search facility for superannuation with the assistance of the ATO in 2000. In 2003 with the growth of the SMSF market in Australia Russell established a leading SMSF administration business and web site called selfmanagedsuper.com.au.
He has authored two books on wealth management and retirement planning and has been working with Longview economics in London since 2010 developing model portfolios for investment clients in Australia.
Russell holds a Diploma of Financial Planning and is a self-managed super expert adviser with the SMSF association. He is a Certified Financial Planner and graduate of Collaborative Family Law from UTS. He is also a registered tax agent and director of Australian Online Taxation Services.
National Operations Manager & Financial Adviser
With more than ten years of experience in the financial services industry, Vincent is passionate about financial planning, delivering exceptional service to clients and making a difference. He has extensive knowledge across superannuation (including self-managed super funds), insurance, estate planning and investments and plays a critical role in developing financial strategies for clients.
In addition to being a financial adviser, Vincent also is the National Operations Manager overseeing the services delivered to all clients. Vincent’s data analytics and CRM skills allow him to efficiently monitor activities across all levels to maintain service standards and compliance.
Vincent has a Bachelor of Commerce in Actuarial Studies and Accounting, and a Diploma in Financial Planning.
Emily has over 25 years of Financial Services experience and has been with Financial Choice, a division of Best Interest Advice for 9 years. Emily has extensive experience in superannuation and insurance claims management with AMP before joining us.
She is passionate about delivering the best Customer Experience and leaving the client completely satisfied with the outcome. Emily manages the onboarding of new clients from account opening, insurance implementation and ongoing reviews. Emily will set up your online brokerage accounts to executing the trades on your investments. She is also the first point of contact for client enquiries and continually informs our clients on the progress and status of applications and consolidations of super and contributions.
Bachelor of Commerce (Economics & Finance)
RG146 – Superannuation Adviser (Personal Advice)
SMSF Administration and taxation specialist
Luis is very highly qualified in tax accounting and Financial analytics. This gives him a great insight into complex taxation matters and ways to implement a strategy to maximise a clients position.
With many years of study both here and overseas behind him, Luis will provide an academic look at your financial structure and give our team advice on the changes that need to be made to enhance our clients taxation position.
Luis helps onboard our new clients and streamlines the set up and administration process of our self managed super funds to ensure their compliance with the taxation rules and regulations.
Master of Professional Accounting
Advance Diploma of Financial Planning
Bachelor of Financial Science
Our International team of economists and asset consultants
Longview economics Longview economics have been working with Financial Choice since 2010 in helping to construct model portfolios of ETF’s for our clients. This has led to exceptional returns and above benchmark performance consistently over that time.
CEO, Longview Economics
Chris Watling founded Longview Economics in 2003 with a desire to produce research that was independent, courageous and relevant to every investor type. Chris has been obsessed with markets and generating intelligent investment advice since beginning his career at Cazenove in 1994. Prior to that, he trained at KPMG in London. Longview has built relationships with over 150 clients across the globe and are constantly seeking to deliver cutting edge market analysis and trading ideas.
Director & Senior Market Strategist
Harry Colvin is a Director and Senior Market Strategist at Longview Economics. He specialises in global asset allocation, macro themes, and commodities. He has built and developed Longview’s commodity research process, timing models, trade recommendations and research products. Harry travels extensively, meeting clients, speaking at conferences and hosting economic debates.