April Fielden

Helm Private Wealth Pty Ltd

5.00
6 Reviews
Gold
21 Yrs Experience
Maroochydore, QLD 4558

Recent reviews

Helm Private Wealth Pty Ltd

Level 3, 26 Duporth Ave
Maroochydore, QLD 4558

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 6
  • First year providing advice 2001
  • Years of experience 21
  • Highest qualifications
    • Master of Financial Planning
    • Master of Financial Planning
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

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

Licensed by

Clarity Financial Services Pty Ltd

AFSL 276771

5.00
6 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—6 of 6

Sort by

5.00

"April is an integral part of my financial success."

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

"April is always available to provide advice and ongoing support that provides peace of mind with regards my insurances and superannuation. April is approachable and personable and I value her direct and honest approach. I wouldn't hesitate to recommend April's services to anyone."

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

"I have found that I always enjoy my dealings with April. The advice and service she provides me and my family far surpasses that of any financial advice I have received by others in the past. She works hard in ensuring I fully understand my financial strategy."

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

"April consistently goes above and beyond the expected service levels for her clients she is genuine and really cares about them"

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

"I feel confident that April looks after my superannuation and insurance requirements in a manner that is in my best interests at all times. I would not hesitate to recommend April to anyone."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"April's expertise and assistance has been invaluable during the time I have been her client and I would not hesitate to recommend April to a friend, family member or colleague."

  • Superannuation
  • Insurance Protection
  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—6 of 6

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Master of Financial Planning

Level
9 - Masters Degree
Institution
Southern Cross University (SCU)
Completed
2004

Master of Financial Planning

Level
9 - Masters Degree
Institution
Southern Cross University (SCU)
Completed
2004

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2017

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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