Helen Tasker
Financial Adviser
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About
Helen Tasker is an ASIC-registered financial adviser based in East Perth, Western Australia, dedicated to helping her clients achieve their financial goals. With a Diploma of Financial Services (Financial Planning) from Kaplan (formerly FINSIA) obtained in 2007, and further studies in Margin Lending & Geared Investments completed in 2010, Helen possesses a strong foundation of knowledge and experience in the financial services industry. As a member of the Financial Advice Association of Australia (FAAA), she adheres to the highest ethical and professional standards. Helen is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, and wealth management solutions. Her expertise extends to retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. This allows her to create tailored strategies to meet each client's unique needs and circumstances. Key services offered include: • Superannuation advice • Insurance solutions • Wealth management • Retirement planning • Investment advice Whether you're planning for retirement, seeking to grow your wealth, or need guidance on protecting your assets, Helen can provide the expert advice and support you need. Contact Helen today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Helen Tasker provide?
Helen Tasker specialises in providing advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. She can help you with all aspects of your financial plan.
What are Helen Tasker's qualifications?
Helen holds a Diploma of Financial Services (Financial Planning) from Kaplan (formerly FINSIA) and has completed further studies in Margin Lending & Geared Investments with Kaplan. She is also a member of the Financial Advice Association of Australia (FAAA).
What is the process of working with Helen Tasker?
The process typically starts with an initial consultation to understand your financial goals and current situation. Helen will then develop a tailored financial plan to help you achieve your objectives. She will regularly review your plan and make adjustments as needed to ensure it remains aligned with your evolving needs.
What should I expect during my first meeting with Helen Tasker?
During your first meeting, Helen will discuss your financial goals, risk tolerance, and current financial situation. This is an opportunity for you to ask questions and get to know Helen and her approach to financial planning. You should bring any relevant financial documents with you, such as superannuation statements and insurance policies.
How can wealth management advice from Helen Tasker help me?
Wealth management advice from Helen can help you grow and protect your assets, plan for retirement, and achieve your financial goals. Helen will work with you to develop a personalised investment strategy that aligns with your risk tolerance and time horizon.
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