Financial Adviser · YUNGABURRA, QLD

Helena Tamara Blum

23 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 000235127

Helena Tamara Blum is a financial adviser based in Yungaburra, Queensland, with 23 years of experience in the financial services industry. Helena is currently authorised under Synchron Advice Pty Ltd. Helena holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Helena holds a Graduate Diploma of Financial Planning. from Kaplan Higher Education Pty Limited. Helena is a member of Financial Advice Association of Australia (FAAA) and Tax Practitioners Board.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Superannuation - All Authorisation above excludes SMSF advice

Authorised to provide tax financial advice services

Qualifications and Training

2025

Graduate Diploma of Financial Planning.

Kaplan Higher Education Pty Limited

Registration History

Synchron Advice Pty Ltd

Apr 2016 - Present Current

Superannuation - All Authorisation above excludes SMSF advice

KNM SERVICES PTY LTD

Jul 2010 - Apr 2016 Ceased

Source: ASIC Financial Advisers Register