About

Helen has been a financial adviser for over 25 years and joined Fitzpatricks in 2018. She is based in Brisbane, and also works on assignments for client’s interstate and overseas

Helen has a keen focus on supporting women with personalised financial guidance as well as providing advice to successful individuals, business owners and family businesses. In addition to being a Lead Adviser, her expertise is helping her clients dealing with complex family dynamics, managing family financial and non-financial wealth, life’s significant milestones, such as selling a business, divorce, unexpected and sudden wealth events and inheritance.

Helen is a Certified Financial Planner (CFP) and member of the Financial Advice Association Australia (FAAA). She holds a Master of Financial Planning, Advanced Diploma of Financial Planning, Graduate Certificate of Financial Psychology and Behavioural Finance and Diploma of Life Coaching and is an Accredited Specialist Adviser with Family Business Australia (FBA).

Qualifications & Memberships

  • Accredited Specialist Adviser with Family Business Australia (FBA)
  • Member of the Australian Association of Collaborative Professionals (AACP)
  • Financial Advice Association Australia (FAAA)
  • Graduate Certificate in Behavioural Finance & Financial Psychology
  • Diploma of Financial Planning – Deakin University
  • Master of Financial Planning – Kaplan Professional
  • Diploma of Life Coaching – Estrada College
  • Certificate in Advising Family Business – FBANZ & Adelaide University
  • ALPHA 1 Certificate (Accredited Listed Product Adviser) – Kaplan
  • Margin Leding Accreditation – Kaplan
  • SMSF Accreditation course – University of Adelaide
  • Accredited Age Care Professional – Aged Care Steps