Random Fact
Helen’s favourite band is Radiohead

Helen McMillan

Private Client Manager

Utilising her strong technical expertise, Helen enjoys helping clients achieve their financial goals and objectives so they can lead the life they desire. With a proactive goals-based approach, Helen keeps clients focused on the outcomes, while her organised and proactive nature and ability to work under pressure means she can adapt to unforeseen circumstances to get the right result for the client. Exactly what you want in a financial advisor, right?

Helen is a Certified Financial Planner® and holds a Graduate Diploma in Financial Planning. Away from the office, she enjoys spending as much time as she can with her husband and kids and a good meal with friends. With a love of travelling and wanting to try all that the world has to offer, Helen has lived in 6 different countries!

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