Helen McMillan
Financial Adviser
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About
Helen Mcmillan is an ASIC-registered financial adviser based in Melbourne, VIC, committed to helping clients achieve their financial goals with tailored and comprehensive advice. Helen's qualifications include a Bachelor of Business Administration, an Advanced Diploma of Financial Services (Financial Planning), certification as a Financial Planner with the Financial Advice Association Australia (FAAA), a Graduate Diploma of Financial Planning, and a Master of Financial Planning. Furthering her expertise, Helen is also an Accredited Aged Care Professional and a Margin Lending Specialist. She is a proud member of the Financial Advice Association of Australia (FAAA). Authorised to provide advice on a range of financial products, Helen offers expert guidance in superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities. Her comprehensive approach ensures that all aspects of your financial life are considered. Key services include: • Superannuation advice • Wealth management • Retirement planning • Insurance solutions • Investment strategies Ready to take control of your financial future? Contact Helen today to schedule a consultation and discover how her expertise can benefit you.
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Frequently Asked Questions
What types of financial advice does Helen Mcmillan offer?
Helen Mcmillan provides advice on superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities. She offers tailored strategies to meet your individual financial goals.
What are Helen Mcmillan's qualifications?
Helen holds a Bachelor of Business Administration, an Advanced Diploma of Financial Services (Financial Planning), certification as a Financial Planner with the FAAA, a Graduate Diploma of Financial Planning, a Master of Financial Planning, and is an Accredited Aged Care Professional and a Margin Lending Specialist.
How does Helen Mcmillan approach financial planning?
Helen takes a holistic approach to financial planning, considering all aspects of your financial life. She works closely with you to understand your goals, assess your current situation, and develop a customized plan to help you achieve financial security and success.
What can I expect during my first consultation with Helen?
During your initial consultation, Helen will discuss your financial goals, current situation, and any concerns you may have. This meeting will help her understand your needs and determine how she can best assist you in achieving your financial objectives.
Is Helen Mcmillan a member of any professional associations?
Yes, Helen is a member of the Financial Advice Association of Australia (FAAA), demonstrating her commitment to upholding the highest standards of professionalism and ethical conduct in financial advice.
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