Helen Harrison

AustralianSuper Pty Ltd

Platinum

14 Yrs Experience

Melbourne, VIC 3000

About Helen
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I’ve been helping clients achieve financial clarity and confidence since 2008. With over 15 years of experience in the financial advice industry, my passion is making complex strategies simple and easy to understand.

My expertise lies in pre-retirement and retirement planning, guiding clients through the critical decisions that shape their future lifestyle. I take the time to listen, understand individual goals, and provide personalized, practical recommendations that deliver real value.

Clients appreciate my strong communication skills, technical knowledge, and ability to explain strategies in a way that makes sense. I believe financial advice should empower people—not overwhelm them—so they can make informed decisions with confidence and peace of mind.

Whether you’re planning for retirement, navigating superannuation, or structuring investments, my goal is to give you clarity, control, and a clear path forward.

I started my career in Sales and Marketing but discovered my love of financial planning back in 2008. After further study, I now hold a Graduate Diploma in Financial Planning and was one of the first cohorts of financial advisers to pass the FASEA Code of Ethics exam in 2019. I am an Authorised Representative of Industry Fund Services (IFS) and provide advice under the IFS Australian Financial Services License (AFSL).

Government Assistance
Superannuation
Managing Debt
Retirement & Pension
Redundancy
Cashflow & Income
Growing Assets
Wills & Estates

5.00 December 2025

I first engaged with Helen when I attended an Australian Super info session. I felt a synergy and arranged to meet her face to face to see if she could assist me. I was wondering about the next stage in my life and after meeting Helen I knew she was going to provide me with the type of communication I prefer. Helen provided clear, friendly and relatable information about my current situation and my future expectations. I agreed with her summary of my situation and we worked together to achieve a final plan. I’ve just seen her for the delivery of that plan and I am delighted with her proposal and outcome. I feel very safe with Helen. I’m feeling very confident about my future and I’m so glad I met Helen.

5.00 December 2025

Helen has been very helpful explaining and going through financial options with Jennifer, my wife and I, in moving into retirement. In our first meeting with her we felt very comfortable chatting over what our thoughts were and our view on how we would like to live in our retirement. We didn’t know if what we had in our combined super funds plus an inheritance I had received would be enough to allow us to live the way would like, plus do some travelling in the way we hoped we could. Helen was positive she could give us some options that would cover what we were hoping. We were very happy with the financial strategy that Helen put together for us as we had no idea how to go about this or what opportunities there were. When we got together with Helen she ran through the portfolio she put together for us and explained the whole process and implementation plan very clearly. We couldn’t have been happier with what Helen put together and implemented for us.

5.00 November 2025

Helen was friendly, clear with the communications, realistic with setting our expectations for the future and helping me transition from superannuation accumulation to pension. I thought I had a pretty good handle on what was needed but I am very happy that we spoke to Helen as she was able to also provide additional strategies to take advantage of all of the benefits available to us.

5.00 November 2025

Helen is an excellent financial adviser. She immediately put us at ease and was able to help us identify our future needs and offer complimentary financial strategies. She was patient, knowledgeable, and insightful and communicated financial terms/concepts in an easy-to-understand way. She provided us with sound advice around retirement, superannuation and taxation and we have every confidence in her recommendations. Her objectivity and thoughtful manner made what could have been a stressful time reassuring and productive. We have no hesitation in recommending her to others.

5.00 October 2025

We highly recommend Helen for helping us go through the biggest change that you can go through in your lives. She is so thorough explaining every single aspect of what needs to be done and how to do it. At any time that we weren't sure about anything she was so informative to make this transition easy.

We found Helen to be very professional, down to earth and friendly.

We now never ever have to go to work again.....and still get paid.

Adviser status Platinum
Rating 4.90
Number of reviews 39
First year providing advice 2011
Years of experience 14
Highest qualifications
- Graduate Diploma of International Marketing
- Graduate Diploma of Financial Planning
Language spoken
- English