HELEN KATE MCPHEE
Financial Adviser · Hawthorn, VIC
📚 Qualifications & Training
2007 - Bachelor of Business - Accounting - - RMIT
2010 - Graduate Diploma of Chartered Accounting - Other - Institute of Chartered Accountants in Australia
2016 - Certificate of Public Practice - Other - Chartered Accountants Australian & New Zealand
2016 - RG 146 Super & Insurance - - Monarch Institute
2016 - Tax Agent - - TPB
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
2025 - SMSF Specialist Advisor Program - Other - SMSF Association Ltd
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
SMSF Association
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.