Financial Adviser
· EAST PERTH, WA
Helen Lorraine Tasker
No disciplinary history on record with ASIC
EAST PERTH,
WA
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000312922
About Helen Lorraine Tasker
Helen Lorraine Tasker is a financial adviser based in East Perth, Western Australia, with 19 years of experience in the financial services industry since 2007. Helen is currently authorised under Personal Financial Services. Helen holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Helen's qualifications include a Diploma of Financial Services (Financial Planning) from Kaplan (formerly FINSIA). 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
2007
Diploma of Financial Services (Financial Planning)
Kaplan (formerly FINSIA)
2010
Margin Lending & Geared Investments
Kaplan
Registration History
Not authorised to provide personal advice on SMSF.
Source: ASIC Financial Advisers Register