Financial Adviser
· MELBOURNE, VIC
Helen Mcmillan
No disciplinary history on record with ASIC
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001302628
Helen Mcmillan is a financial adviser based in Melbourne, Victoria, with 3 years of experience in the financial services industry. Helen is currently authorised under Morgans Financial Limited. 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 from Financial Adviser Association Australia (FAAA). Helen is a member of Financial Advice Association of Australia (FAAA).
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
2000
Bachelor of Business Administration
De Haagse Hogeschool
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan
2021
Certified Financial Planner
Financial Adviser Association Australia (FAAA)
2022
Graduate Diploma of Financial Planning
Deakin University
2023
Master of Financial Planning
Deakin University
2024
Accredited Aged Care Professional
Aged Care Steps
2025
Margin Lending Specialist
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register