Helen Janetzki

Proxima Financial Planning Pty Ltd

Gold
19 Yrs Experience
Rose Park, SA 5067
I founded Proxima over 20 years ago with the primary purpose of providing clients with a financial planning relationship to which they can turn, no matter what happens next in their lives. At Proxima, we provide strategic financial advice to clients, with a lifestyle focus. Our clients love the peace of mind that our approach of a cool head, warm heart and steady hand brings. This comes from truly understanding what matter most to them and tailoring financial advice accordingly.

My fees

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

Our fees are based on the nature and complexity of advice provided. They are agreed after a complimentary initial consultation where we agree on the scope of advice.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Proxima Financial Planning Pty Ltd

Level 2, 135 Fullarton Road
Rose Park, SA 5067

Licensed by

Paragem Pty Ltd

AFSL 297276

5.00
1 Review
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5.00
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5.00

"Helen is fantastic"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2002

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2002

Bachelor of Business (Banking and Finance)

Level
7 - Bachelor Degree
Institution
University of South Australia (UniSA)
Completed
2001

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate

Financial Services Institute of Australasia (FINSIA)

Membership type
Associate
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