HELEN MCMILLAN
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2000 - Bachelor of Business Administration - Bachelor Degree (AQF 7) - De Haagse Hogeschool
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan
2021 - Certified Financial Planner - Professional Designations - Financial Adviser Association Australia (FAAA)
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Deakin University
2023 - Master of Financial Planning - Masters Degree (AQF 9) - Deakin University
2024 - Accredited Aged Care Professional - Professional Designations - Aged Care Steps
2025 - Margin Lending Specialist - Other - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.