Registered Financial Adviser
I initially joined the Financial Services Industry in 1981 for 11 years, I re-joined in 1998 specialising in insurance and investment advice. Over the duration, I have developed a wide knowledge base which enables me to assist individuals, couples and families as well as those who are in business themselves. I love this role that sees me work with my clients to achieve their plans and dreams for the future. It is a very privileged position to be in.
I hold the Certificate in Financial Services (Level 5), which was completed through AdviserLink. I am also currently a distance student of Massey University, studying my Graduate Diploma in Financial Planning endorsement in Risk Management and Personal Financial Planning.
Get in touch with Helen
If you’d like some help assessing your existing insurance or to talk to someone about your priorities for cover, please call me for a complimentary coffee and chat.