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Helen McMillan

Helen McMillan

BBus(IB) MFinPlan CFP®
Authorised representative number: 001302628

Financial Planner

I provide a financial roadmap through a goals based approach, empowering my clients to make informed decisions to achieve their financial and lifestyle goals and objectives and lead the life they desire.
Helen has a career in financial services spanning 20+ years, with prior experience gained at Citi, Credit Suisse and BlueRock, across institutional, private banking and wealth management. Helen has also completed the CFP® certification program, which is the highest designation in financial planning for professional competency, ethics and professional practice standards.

Investment Style

Helen focusses on a holistic approach to providing strategic financial advice with key areas of expertise including asset structuring, goal setting & cash flow management, finance & debt management, investments, superannuation (incl, SMSF and retirement planning), tax management and estate planning.

Services and Specialties

Wealth Management
Superannuation Advice
Retirement and Estate Planning
Self-Managed Super Funds
Financial Planning

Qualifications and Professional Affiliations

Advanced Diploma of Financial Services (Financial Planning)
Master of Financial Planning
Bachelor of Business Administration
Graduate Diploma of Financial Planning


Financial Advice Association Australia (FAAA)


Managed Investments
Financial Planning
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Melbourne. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.