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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, privet 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
CERTIFIED FINANCIAL PLANNER®
Graduate Diploma of Financial Planning
Associations
Financial Advice Association Australia (FAAA)
Competencies
Managed Investments
Superannuation
Generic
Securities
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 and percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.
