- Certified Financial Planner™
- Diploma of Financial Planning from Deakin University
- Member of the Financial Planning Association of Australia.
- Member of SPAA
- Bachelor of Commerce from Bangalore University, India
- Diploma in Financial Planning from Deakin University
- Bachelor of Business from UQ
- Graduate Diploma Fin Planning from Kaplan
- Diploma of Financial Services (Financial Planning)
- Certificate IV Finance (Mortgage Broking) Intellitrain
Winner – 2014 Hillross Professional Excellence – Helen Postle
We can provide you with advice and arrange product solutions that meet your needs for:
- Investments and strategic asset allocation
- Budget and cashflow management
- Debt Management (including borrowing for personal and investment purposes)
- Salary Packaging – Including Novated Leases
- Superannuation strategies and Retirement planning
- Personal insurance and risk management
- Estate Planning
- Centrelink Benefits
We specialise in Superannuation Strategies, Gearing and Debt Management, Salary Packaging and Estate Planning.
We also provide ongoing advisory services, including regular portfolio reviews.
We can provide some advice on general insurance, however, for comprehensive advise and product recommendations relating to your general insurance needs, we can refer you to a specialist adviser.
We are not authorised to provide advice on direct shares at present. If your require advise in this area, we would be happy to refer you to a specialist.
Meet our team
Suma has been an adviser since 2008 and has worked in the financial services…
Helen has been a financial adviser since 1998. She has a Diploma of Financial…