Managing Director – Russell Fletcher

Russell  Fletcher has over 27 years experience in the Superannuation, Financial Planning and Risk Insurance industry.

During this period, Russell has been closely involved with all major Financial Institutions and kept abreast with the continual legislative changes. He has worked in all areas of the industry assisting all types of clients' needs from High Net Worth indivduals to large Corporate Superannuation Funds. Russell  is an Authorised Representative and a shareholder of Matrix Planning Solutions Limited, an unlisted public company.

Russell is qualified to prepare and implement comprehensive investment, insurance and retirement strategies for all your needs. In addition, he offers professional and self employed clients tailored wealth creation strategies. All recommendations are based upon an analysis of your needs, objectives and personal circumstances. Alternatively, you may instruct Russell to purchase particular products or investments on your behalf.

Russell is an Authorised Representative and a shareholder of Matrix Planning Solutions Limited (Matrix), an unlisted proprietary company. As such, he is authorised to give advice on an approved list of securities, managed investments, superannuation investments, life and business risk insurances.

In providing his services to you, Russell is the director of his own business, Churchill Financial Planners Pty Ltd (ABN 81 098 293 273) 

Senior Administration Manager – Jo Fletcher

Jo provides administrative support to Churchill Financial Planners valued clients. She liases with fund managers and other industry participants to resolve client administrative issues and works closely with the all staff members to offer support in a variety of administrative roles.

Working in financial services industry for over 22 years, Jo’s industry experience and her commitment to superior client service adds considerable value to the practice.

Receptionist - Elizabeth (Lizzy) Usherwood

Lizzy is the face of Churchill Financial Planners, meeting and greeting clients in person and on the telephone. Lizzy joined us when we moved to our Fremantle Office in September 2007.

As the first person you will deal with when contacting Churchill Financial Planners, Lizzy is dedicated to ensuring clients receive superior personal attention.

In her role as Receptionist, Lizzy also provides secretarial and office administration support (including preparation of all Client Reviews)  to all staff members of Churchill Financial Planners.