Helena works closely with the advisers to ensure that the financial planning process for our clients runs smoothly. She can usually be found processing forms for client investments, annual renewals and reweights. She enjoys keeping the clients up to date by working on the website regularly and assists the advisers when corporate actions come around. Helena has been working with us for almost 10 years.
Address: 445 Warrigal Road Moorabbin VIC 3189
Phone: (03) 9520 2999