Helen Baker
Financial Adviser
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About
Helen Baker is an ASIC-registered financial adviser based in Brisbane City, dedicated to helping individuals and families achieve their financial goals. With a strong educational foundation including a Bachelor of Commerce (Accounting & Finance) from Griffith University, a Master of Management (Innovation & Change), a Diploma of Financial Services (Financial Planning), an Advanced Diploma Financial Planning, and a Master of Financial Planning, Helen possesses the knowledge and experience to provide comprehensive financial advice. Helen is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, securities, Retirement Savings Accounts, and Government Debt Securities. She is committed to providing tailored financial strategies to suit each client's unique circumstances. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Helen today to schedule a consultation and discover how she can help you achieve your financial aspirations.
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Licence & Registration Details
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Frequently Asked Questions
What financial planning services does Helen Baker offer?
Helen Baker provides a comprehensive range of financial planning services, including superannuation advice, insurance, wealth management, retirement planning, and investment advice. She tailors her advice to meet your individual needs and goals.
What are Helen Baker's qualifications?
Helen holds a Bachelor of Commerce (Accounting & Finance), a Master of Management (Innovation & Change), a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Planning, and a Master of Financial Planning. She is also an ASIC-registered financial advisor.
What is the process of working with Helen Baker?
The process typically begins with an initial consultation to discuss your financial situation, goals, and concerns. Helen will then develop a personalized financial plan tailored to your specific needs. Regular reviews and adjustments are conducted to ensure your plan remains aligned with your evolving circumstances.
What can I expect from a financial planning session with Helen Baker?
You can expect a professional, informative, and collaborative session. Helen will take the time to understand your unique situation and provide clear, actionable advice to help you achieve your financial goals. She will also answer any questions you may have and ensure you feel comfortable and confident in your financial plan.
Can Helen Baker help me with my superannuation?
Yes, Helen can provide expert advice on all aspects of superannuation, including contribution strategies, investment options, and retirement planning. She can help you optimize your superannuation to maximize your retirement savings.
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