Authorised Representative Number 1248790.
Helen has over 20 years’ experience in financial services, working across organisations ranging from major banks to boutique advisory
practices. This breadth of experience has shaped a strategic, practical approach and a deep understanding of how financial needs change
across life stages.
She works closely with her clients to ensure they feel informed and confident, providing clear, tailored advice that delivers both clarity and peace of mind. Focused on long-term relationships, Helen values trust, transparency, and genuine partnership.
Helen holds a Bachelor of Economics from the University of Sydney and an Advanced Diploma of Financial Planning, underpinning her extensive industry experience with a strong academic foundation.
Outside of work, she enjoys travelling with her husband and two children, as well as good food and wine. Helen believes financial advice is about more than managing wealth—it’s about creating choice, security, and the confidence to enjoy life.
Book an appointment today and find out how Helen can assist you with your financial goals.