Helen McMillan
BBus(IB) MFinPlan CFP®
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, personal insurance and estate planning.
Services and Specialties
Wealth Management
Superannuation Advice
Retirement and Estate Planning
Self-Managed Super Funds
Financial Planning
Personal Insurance
Qualifications and Professional Affiliations
Advanced Diploma of Financial Services (Financial Planning)
Master of Financial Planning
Bachelor of Business Administration
Graduate Diploma of Financial Planning
Associations
Financial Advice Association Australia (FAAA)
Competencies
Managed Investments
Superannuation
Generic
Securities
Financial Planning
Life Insurance
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.
