Helen McMillan
Financial Planner
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
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Associations
Competencies
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.
