Financial Adviser
· HELENSVALE, QLD
Helen Stevenson
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001239397
Helen Stevenson is a financial adviser based in Helensvale, Queensland, with 25 years of experience in the financial services industry. Helen is currently authorised under Capstone Financial Planning Pty Ltd. Helen holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner (CFP) from Financial Planning Association of Australia (FPA). Helen is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
2016
Accredited Listed Product Adviser Program
Kaplan Professional
2017
Margin Lending Adviser (Personal Advice)
Mentor Education
2021
Self Managed Superannuation Funds
Monarch Institute
2024
Graduate Diploma of Financial Planning
Kaplan