Financial Adviser
· SPRINGWOOD, QLD
Helen Postle
No disciplinary history on record with ASIC
SPRINGWOOD,
QLD
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000247609
About Helen Postle
Helen Postle is a financial adviser based in Springwood, Queensland, with 28 years of experience in the financial services industry since 1998. Helen is currently authorised under Fortnum Advice. Helen holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Helen holds a Diploma of Financial Planning from Financial Planning Association of Australia (FPA). Helen is a member of SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2001
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register