Financial Adviser
· HAWTHORN, VIC
Helen Kate Mcphee
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001247992
Helen Kate Mcphee is a financial adviser based in Hawthorn, Victoria, with 10 years of experience in the financial services industry. Helen is currently authorised under Lumiere Private Advisory Pty Ltd. Helen holds authorisations to advise on smsf, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business from - RMIT. Helen is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
SMSF
Authorised to provide tax financial advice services
Qualifications and Training
2007
Bachelor of Business
- RMIT
2010
Graduate Diploma of Chartered Accounting
Institute of Chartered Accountants in Australia
2016
Certificate of Public Practice
Chartered Accountants Australian & New Zealand
2016
RG 146 Super & Insurance
Monarch Institute
2016
Tax Agent
TPB
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2021
Graduate Diploma of Financial Planning
Kaplan
2025
SMSF Specialist Advisor Program
SMSF Association Ltd
Registration History
Generally advice only to wholesale clients - super and self-managed super funds
Source: ASIC Financial Advisers Register