Helen McMillan

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

Financial Planning

Personal Insurance

Aged Care

Industry Experience

Sectors Covered

Helen McMillan's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Advanced Diploma of Financial Services (Financial Planning)

Master of Financial Planning

Bachelor of Business Administration

Graduate Diploma of Financial Planning

Accredited Aged Care Professional™

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.