海伦’她在行业中的旅程始于1985年,当时她加入了股票经纪公司贝恩(Bain)&Co(其后成为德意志银行)。
These early years saw a number of significant changes which 海伦 believes helped to shape the industry as we know it today.
2001年,Helen被任命为布里斯班一家领先的金融计划公司的高级顾问,她专门研究税收有效的财富积累和退休计划领域。在此期间,海伦(Helen)为大约1.6亿美元的私人客户资金亚美游戏了建议,并树立了“查看您是否打算退休的人”的声誉。
Today, 海伦 remains passionate about the need for quality financial advice and personalised on-going service.