Helen Stevenson

CFP®, DipFP, CDec

Principal Adviser

“I get a deep sense of satisfaction knowing that I help my clients to turn their retirement dreams into reality. I am committed to achieving client objectives and to delivering an exceptional on-going service”.

Helen’s journey in the industry started in 1985 when she joined the stock broking firm, Bain & Co (which subsequently became Deutsche Bank).

These early years saw a number of significant changes which Helen believes helped to shape the industry as we know it today.

In 2001 Helen was appointed as Senior Adviser for a leading Brisbane-based financial planning firm where she specialised in the areas of tax effective wealth accumulation and retirement planning. During this period Helen provided advice on approximately $160m of private client funds and carved out a reputation as the “person to see if you’re planning to retire”.

Today, Helen remains passionate about the need for quality financial advice and personalised on-going service.

Helen is a member of the Financial Planning Association and is a CERTIFIED FINANCIAL PLANNER® practitioner.