Helen has over 15 years of experience in the financial services industry, specialising in a client-centric approach that emphasises understanding each client’s individual financial and non-financial goals. Since becoming a financial adviser in 2014, she has been dedicated to providing personalised, straightforward advice to help clients achieve their aspirations. Helen began her career in 2005 as a paraplanner and quickly advanced to the role of Quality Assurance Manager, demonstrating her keen attention to detail and commitment to excellence.
Throughout her career, she has guided numerous clients through complex financial situations, helping them secure their futures and achieve their dreams. She is committed to providing exceptional financial advice and looks forward to helping clients continue to achieve their financial aspirations.
Outside of work, Helen enjoys running, travelling, taking nature walks, and watching tennis. She also has a keen interest in fashion, good food, and coffee, which brings a unique style to her personal and professional interactions.
Financial Advice Association of Australia (FAAA)
Your adviser is based at our Sydney office
