Helga Baxter

Crosby Dalwood Pty Ltd

Gold
15 Yrs Experience
Kent Town, SA 5067

Recent reviews

Crosby Dalwood Pty Ltd

89 King William Street
Kent Town, SA 5067

Opening hours

  • 9:00am – 4:00pm Friday
  • 9:00am – 5:00pm Monday – Thursday

At a glance

  • Adviser status Gold
  • Rating 4.80
  • Number of reviews 8
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualifications
    • Diploma of Finance and Mortgage Broking Management
    • Diploma of Financial Advice
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

Count Financial Limited

AFSL 227232

4.80
8 Reviews
5
4
3
2
1
4.90
Clear communication
4.90
Knowledge & expertise
4.90
Customer care
4.65
Likely to recommend
Showing reviews 1—8 of 8

Sort by

5.00

"Helga is a very considerate person who is keen to help me with my financial security for the future. Her advice is concise, relevant and ensures my understanding of strategies recommended."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Helga has provided timely and appropriate advice over time, taking into account my needs as a retiring , professional woman with a social conscience."

  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I am very happy with the advice given by Helga and her team."

  • Superannuation
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"During the long association I have had with Helga, I have had confidence in her advice and she has always explained things clearly, showing patience with me when I have been unsure of things. Helga is very personable in her approach and never rushes me. She, or her team, is always accessible when I need to speak to someone. Helga also shows understanding of my individual situation and I have always felt that my financial plans are tailored to my needs and not just a 'generic' format. Helga gives the impression that she understands me as a person, she shows empathy and displays no judgement. I have been very happy in my dealings with her over the years."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Very professional"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Helga is very experienced and provides sound advice. She really understands her customers."

  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Helga is great, friendly caring and informative. would not go anywhere else for advice Murray 5062"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very satisfied with the services provided by Crosby Dalwood and Helga in particular. Pleased with my TTR Plan and how my funds are being managed. Jan"

  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—8 of 8

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Diploma of Finance and Mortgage Broking Management

Level
5 - Diploma
Institution
Australis College
Completed
2013

Certificate IV in Financial Services (Finance and Mortgage Broking)

Level
4 - Certificate IV
Institution
Australis College
Completed
2009

Diploma of Financial Advice

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2004

Professional Memberships

Chartered Accountants Australia and New Zealand (CA ANZ)

Membership type
Chartered Accountant

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

SMSF Association (SMSF)

Membership type
Associate
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