Bio
Helen began her career as a Chartered Accountant, developing expertise in Self‑Managed Superannuation Funds (SMSFs). Over the past 10 years, she worked in a dual capacity as both an accountant and financial adviser, combining technical expertise and strategic financial advice. She is now focusing solely on financial advice, where she can dedicate her time to helping clients achieve their financial and life goals.​
​With more than 25 years of experience across audit, accounting, tax and financial advice, Helen brings a holistic perspective to the advice she provides. Her broad background enables her to look beyond individual strategies and consider the bigger picture of a client’s financial life. Helen particularly enjoys the personal side of financial advice, including getting to know people from all walks of life, understanding their goals, and being part of their journey.​
​Seeing clients succeed and reach important milestones in life is one of the most rewarding aspects of Helen’s role. Outside of work, Helen enjoys travelling and recharging in nature, whether that’s at the beach or out hiking. She is a proud mother of two girls, has a lively Kelpie, and is a passionate foodie who loves sharing good meals and time with family and friends.