Helen McMillan CFP®
About Me
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.
I focus 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.
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Divorce
- Employment changes
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- SMSF
- Superannuation
- Wealth management

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Highest Level of Education Masters Degree
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Years of Experience 2 Years
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Licensed By Morgans Financial Limited
