Financial Adviser · UPPER MOUNT GRAVATT, QLD

Helen Carinus

12 Years experience

Tax advice
authorised

Currently at

Upper Mount Gravatt, QLD

View firm profile

ASIC Registered · ADV 000461431

Helen Carinus is a financial adviser based in Upper Mount Gravatt, Queensland, with 12 years of experience in the financial services industry. Helen is currently authorised under Miq Private 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 Master of Financial Planning from Kaplan Higher Education Pty Limited. Helen is a member of FChFP - Fellow Chartered Financial Practitioner and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products

Restrictions: Excludes Advanced Derivatives, Standard Margin Lending Facility and MDA Services

Authorised to provide tax financial advice services

Qualifications and Training

2009

Diploma of Financial Servcies (Financial Planning)

Kaplan Education Pty Limited

2010

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Education Pty Limited

2020

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2024

Master of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Miq Private Wealth Pty Ltd

Aug 2018 - Present Current

Excludes Advanced Derivatives, Standard Margin Lending Facility and MDA Services

MAGNITUDE GROUP PTY LTD

Nov 2017 - Aug 2018 Ceased

Excludes Self Managed Superannuation Funds

Charter Financial Planning Limited

Jul 2014 - Oct 2017 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register