Our Team

Managing Director – Russell Fletcher

Russell Fletcher has over 33 years’ experience in the Superannuation, Financial Planning and Risk Insurance industry.

During this period, Russell has worked in all areas of the industry assisting many types of clients, from the implementation of simple Savings Wealth Creation Plans to comprehensive Strategic Investment Portfolio recommendations.

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.

Russell and Churchill Financial Planners are Authorised Representatives of Matrix Planning Solutions Limited AFSL 238256 | ABN: 45 087 470 200. As such, Russell 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 Managing 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 liaises with fund managers and other industry participants to resolve client administrative issues and works closely with all staff members to offer support in a variety of administrative roles.

Working in the financial services industry for over 36 years, Jo’s industry experience and her commitment to superior client service adds considerable value to the practice.


Business Administration Manager/PA - Elizabeth (Lizzy) Usherwood

Lizzy’s role as Business Administration Manager is to assist Russell with client liaisons and work closely with him to ensure all client dealings are handled in the professional manner which our practice prides itself on.

Liz also creates the Statements of Advice, liaises with clients and fund managers to ensure all new business is processed efficiently. She is responsible for overseeing compliance across the business and maintaining the client data base.

In 2007, Liz joined Churchill Financial Planners as receptionist and has progressed to our Business Administration Manager, driven by her enthusiasm for learning and commitment to Churchill Financial Planners, our clients and staff. 

Receptionist - Shelley Callender

Shelley is the face of Churchill Financial Planners, meeting and greeting clients in person and on the telephone.

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

In her role as Receptionist, Shelley ensures our office is operated effectively, efficiently and professionally by providing support in administration and office management, including preparation of all Client Reviews. 













 Churchill Financial Planners Pty Ltd, ABN 81 098 293 273 is a Corporate Authorised Representative (CAR. 252888) of Matrix Planning Solutions Ltd (ABN 45 087 470 200) AFSL No. 238256

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