Helen Harrison

AustralianSuper Pty Ltd

Platinum
13 Yrs Experience
Melbourne, VIC 3000

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.84
  • Number of reviews 23
  • First year providing advice 2011
  • Years of experience 13
  • Highest qualifications
    • Graduate Diploma of International Marketing
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

AustralianSuper Pty Ltd

Level 30, 130 Lonsdale St
Melbourne, VIC 3000

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Industry Fund Services Ltd

AFSL 232514