CFP®, CERTIFIED FINANCIAL PLANNER®, DipFP, Member of FPA & SPAA
I enjoy assisting people to create and retain wealth by the clever use of financial stratergies.
Advice I specialise in includes:
- Transition to Retirement
- Wealth Creation
Helen has been a financial adviser since 1998. She has a Diploma of Financial Planning from Deakin University; is a Certified Financial Planner™ and a member of the Financial Planning Association of Australia and SPAA.
Helen has worked in the financial services industry for over 30 years. She has been in the financial planning industry for the last twenty years and has previously worked in the banking sector, real estate investment, mortgage, insurance and marketing.
Helen enjoys working with complex scenarios and is grateful and honoured to have assisted many folk to better financial positions.