Financial Adviser
· PARKSIDE, SA
Helen Dundon
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001721
Helen Dundon is a financial adviser based in Parkside, South Australia, with 24 years of experience in the financial services industry. Helen is currently authorised under Midsec Licencing 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 CPA Australia (CPA), Financial Advice Association of Australia (FAAA) 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
1996
Bachelor of Accountancy
University of South Australia
2004
CPA (Financial Planning Specialist)
CPA Australia
2005
Certified Financial Planner (CFP®)
Financial Planning Association of Australia (FPA)
2011
Margin Lending and Geared Investments
Kaplan Professional
2012
SMSF Specialist Advisor
SPAA SMSF Professionals Association of Australia