Financial Adviser
· TOOWONG, QLD
Helen Callaghan
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001248790
Helen Callaghan is a financial adviser based in Toowong, Queensland, with 10 years of experience in the financial services industry. Helen is currently authorised under Kps Wealth 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 Bachelor of Economics from Unversity of Sydney.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2001
Bachelor of Economics
Unversity of Sydney
2011
Advanced Diploma in Financial Planning
Kaplan Professional
2011
Diploma of Financial Services
Kaplan Professional
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2026
Commercial Law
Kaplan Professional
2026
Tax for Financial Advising
Kaplan Professional
Registration History
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
Source: ASIC Financial Advisers Register