Joint Statement by Baillieu Limited Chairperson David Trude and Managing Director Gavin Powell

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Helen Dundon

Financial Adviser

Areas of Speciality

Strategies

  • Savings & Wealth Creation
  • Investment Portfolios
  • Superannuation Planning
  • Self-Managed Super Funds
  • Pre-retirement Planning
  • Retirement Planning
  • Centrelink Planning
  • Estate Planning Considerations

Products

  • Cash Management Accounts
  • Direct Shares
  • Retail & Wholesale Managed Funds
  • Retirement Income Streams
  • Superannuation Products
  • Life Insurance Products
  • Investment Platforms
  • Geared Investments

About Helen

 

Helen has been providing high level technical and investment advice for over 25 years and gains satisfaction from helping others build and retain wealth to achieve financial independence.

Understanding a client’s personal circumstances and needs enables Helen to create and develop strategies to meet their financial objectives.

This includes all aspects of wealth creation including self-managed super funds, strategic asset allocation and modelling to ensure goals are on target and achievable.

Helen is driven by results and seeing her clients succeed gives her energy to help new clients reach the lifestyle they desire. Helen knows it is never too soon to aim for financial independence.

Helen has a Bachelor of Accountancy, is a qualified CPA with the Financial Planning Specialisation, is a SMSF Specialist Adviser and a Certified Financial Planner.

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