Financial Adviser · ADELAIDE, SA

Helga Baxter

19 Years experience
Tax advice
authorised
ASIC Registered · ADV 000233135

Helga Baxter is a financial adviser based in Adelaide, South Australia, with 19 years of experience in the financial services industry. Helga is currently authorised under Count Financial Limited. Helga 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). Helga is a member of Chartered Accountants Australia and New Zealand (CA ANZ), Financial Advice Association of Australia (FAAA), Financial Planning Association (FPA) - Certified Financial Planner and SMSF Association.

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

2004
Diploma of Financial Advising
Securities Institute
2006
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
2009
Certificate IV in Financial Services (Finance/Mortgage Broking)
Intellitrain
2010
Margin Lending and Geared Investments
Kaplan Professional
2013
ASX Listed Products Accreditation Course
LPAC Online
2013
Diploma of Finance and Mortgage Broking Management
Intellitrain
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2021
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education
2021
FPC004 Insurance Advice
Kaplan Higher Education
2021
FPC005 Estate and Succession Planning
Kaplan Higher Education
2021
FPC006 Tax and Commercial Law for Financial Planning
Kaplan Higher Education
2021
FPC008 Investment Advice
Kaplan Higher Education

Registration History

Jul 2003 - Present Current

Source: ASIC Financial Advisers Register