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.
Helen is a very good listener and demonstrated great knowledge whilst incorporating all of our needs into our retirement plans. The plan was sensible, concise and delivered without stress or fuss. We highly recommend Helen.
Craig, 60 yrs, Diamond Creek, VIC
She is very easy to listen too speaks clearly.
Doing business with Helen was a pleasant, stress free experience. Her advice and knowledge were imparted clearly and her easy going manner made asking questions easy, and were answered succinctly and in terms we understood. We recommend Helen highly.
We found Helen sensible, approachable and easy to develop rapport and trust with and in her. She responded in appropriately and in a timely manner to questions and was able to personalise her advice to our particular situation and wishes.
I found Helen to be very knowledgeable and experienced. She was thorough, happy to answer questions and pleasant to work with. Her communication skills (both written and spoken) are excellent, ensuring I felt connected to the process at all times. I’d happily recommend Helen to anyone seeking financial advice.
- Adviser status Platinum
- Number of reviews 20
- First year providing advice 2011
- Years of experience 12
- Graduate Diploma of International Marketing
- Graduate Diploma of Financial Planning (Advanced)
- Graduate Diploma of Financial Planning
AustralianSuper Pty LtdLevel 30, 130 Lonsdale St
Melbourne, VIC 3000
- In person
- Video call
Industry Fund Services Ltd