About

CFP® M Fin Plan, ADFS (FP), Cert IV TAE, FAIM

A financial planner of 20 years experience. Helen calls herself a ‘Financial Life Planner’ and works alongside clients as they navigate life’s money milestones. She takes great care to help clients understand their financial position, structure their finances to be the most beneficial and provide them with real, achievable outcomes.

Qualifications

  • Master’s Degree – Financial Planning;
  • Advanced Diploma – Financial Planning;
  • Certified Financial Planner (since 2001)
  • Cert IV TAE (Training and Education)
  • Fellow Aust Institute of Management

She also holds specialist accreditation in:

  • Self Managed Super Funds;
  • Home & Aged Care Accredited Specialist®
  • Life Coaching
  • Retirement & Transition Coaching
  • Collaborative Law (Financial Adviser)

Helen is a member of the following industry bodies:

  • Financial Planning Association – FPA
  • Association of Financial Advisers – AFA
  • SMSF Association (Formerly SPAA)

Helen recently became a National Finalist in AFA 2017 Excellence in Education Award.

Helen is supported by her extra ordinary team to help deliver service to you:

Janine McLean

Janine is our Associate Adviser – with 17 years industry experience and is well versed in financial planning.  Recently returned from America, she enjoyed working with a Canadian Financial Planning firm and  and

Carla Flint

Carla is our story writer extra ordinaire!  Her handiwork is put together your financial plan document.

Bronwyn James

Bronwyn is our numbers wizard and keeps us organised.  She has a long history of working with accountants and financials.