I started my career in Sales and Marketing within the travel industry but discovered my love of financial planning back in 2008, after a change in personal circumstances. After further study, I now hold a Graduate Diploma in Financial Planning and was one of the first cohorts of financial advisers to pass the FASEA Code of Ethics exam in 2019.
My ability to explain complex financial strategies in simple to understand language, is one of my strengths, together with ensuring my clients feel comfortable in following my recommendations. My expertise lies in superannuation and retirement planning and my priority is to make sure that all my clients can set themselves up to meet their long term retirement goals.
Helen Harrison is an Authorised Representative of Industry Fund Services (IFS) and provides advice under the IFS Australian Financial Services License (AFSL). Full details are provided in the Financial Services Guide. She is licensed to provide advice around Superannuation, Pensions, Investments and Insurance.
Expertise
Recent reviews
At a glance
- Adviser status Platinum
- Rating
- Number of reviews 26
- First year providing advice 2011
- Years of experience 14
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Highest qualifications
- Graduate Diploma of International Marketing
- Graduate Diploma of Financial Planning
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Language spoken
- English
AustralianSuper Pty Ltd
Level 30, 130 Lonsdale StMelbourne, VIC 3000
Meeting methods
- In person
- Phone
- Video call
Licensed by
Industry Fund Services Ltd
AFSL 232514