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Helen Janetzki

Financial Adviser

Proxima Financial Planning Pty Ltd
Rose Park, SA 5067

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About

Helen Janetzki is an ASIC-registered financial adviser based in Rose Park, SA, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Bachelor of Business (Banking & Finance) from the University of South Australia and certifications as a Certified Financial Planner (CFP) and Diploma of Financial Planning (DFP 1-8) from the Financial Planning Association (FPA), Helen brings a wealth of knowledge and experience to her practice. She is also a proud member of the Financial Advice Association of Australia (FAAA) and the Financial Services Institute of Australasia (FINSIA), demonstrating her commitment to the highest standards of professionalism and ethical conduct. As an authorized financial adviser, Helen provides expert guidance across a range of financial products, including superannuation, insurance, wealth management, and retirement planning. Whether you are looking to grow your wealth, protect your assets, or plan for a comfortable retirement, Helen can help you develop a strategy that meets your unique needs and circumstances. Key services offered include: • Superannuation Advice • Insurance Solutions • Wealth Management Strategies • Retirement Planning • Investment Guidance 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.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement Planning Wealth Accumulation Superannuation Strategies Insurance Solutions Investment Advice

Client Types

Personal Investors

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000297276

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Australian Business Number

94741843672

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Authorised Representative Number

000242550

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Frequently Asked Questions

What types of financial advice does Helen Janetzki offer?

Helen Janetzki provides advice on a range of financial products and strategies, including superannuation, insurance, wealth management, and retirement planning. She can help you with everything from growing your wealth to protecting your assets and planning for a secure retirement.

What qualifications does Helen Janetzki have?

Helen holds a Bachelor of Business (Banking & Finance) from the University of South Australia, and is a Certified Financial Planner (CFP) with a Diploma of Financial Planning (DFP 1-8) from the Financial Planning Association (FPA).

What is Helen Janetzki's approach to financial planning?

Helen takes a personalized approach to financial planning, working closely with each client to understand their unique needs, goals, and circumstances. She then develops a tailored strategy designed to help them achieve their financial aspirations.

How do I get started with Helen Janetzki?

Getting started is easy! Simply contact Helen to schedule an initial consultation. This will allow you to discuss your financial goals and learn more about how she can help you.

What professional associations is Helen Janetzki a member of?

Helen is a member of the Financial Advice Association of Australia (FAAA) and the Financial Services Institute of Australasia (FINSIA), demonstrating her commitment to the highest standards of professionalism and ethical conduct.

Get in Touch

Contact Helen directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.