Qualifications
& Memberships
- 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
- Diploma of Financial Services (Financial Planning)
Areas of
Expertise
Aged care
Retirement
Salary Packaging
Self Managed Super Fund
Transition to retirement
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
The Hillross corporate advisory firm is responsible for the content of this page. Other than as required under consumer protection law or the Corporations Act 2001 (Cth), under no circumstances will Hillross Financial Services Limited and its related companies be liable for any loss or damages caused by a user’s reliance on the content of this page.