Helen Kate McPhee
Financial Adviser in Hawthorn, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001247992
- Location
- Hawthorn VIC 3122
- Licensee
- Ascentium SMSF Advisory Pty Ltd (AFSL 511440)
- Authorised since
- 21 November 2018
- First provided advice
- 2016
- Qualifications
- Bachelor of Business, RMIT (2007); Graduate Diploma of Chartered Accounting, Institute of Chartered Accountants in Australia (2010); Certificate of Public Practice, Chartered Accountants Australian & New Zealand (2016); RG 146 Super & Insurance, Monarch Institute (2016); Tax Agent, TPB (2016); Ethics and Professionalism in Financial Advice, Kaplan (2019); Graduate Diploma of Financial Planning, Kaplan (2021); SMSF Specialist Advisor Program, SMSF Association Ltd (2025)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); SMSF Association
- Advice areas
- self-managed superannuation funds
- Tax (financial) advice
- Yes
- Register status
- Current
About Helen Kate McPhee
On the Financial Advisers Register kept by ASIC, Helen Kate McPhee appears as a current financial adviser in Hawthorn, Victoria, adviser number 001247992.
Helen provides advice as an authorised representative of Ascentium SMSF Advisory Pty Ltd, which holds Australian financial services licence 511440. The current authorisation started on 21 November 2018.
According to the register, Helen first provided financial advice in 2016. The qualifications listed for Helen include Bachelor of Business (RMIT, 2007), Graduate Diploma of Chartered Accounting (Institute of Chartered Accountants in Australia, 2010) and Certificate of Public Practice (Chartered Accountants Australian & New Zealand, 2016). Helen is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ) and SMSF Association.
Helen is authorised to advise on self-managed superannuation funds. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Helen Kate McPhee a registered financial adviser?
Yes. Helen Kate McPhee is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001247992.
Which licensee does Helen Kate McPhee work under?
Ascentium SMSF Advisory Pty Ltd, Australian financial services licence 511440.
What can Helen Kate McPhee give advice on?
The register lists these advice areas: self-managed superannuation funds.