Helen Lorraine Tasker
Financial Adviser in East Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000312922
- Location
- East Perth WA 6004
- Licensee
- Personal Financial Services Ltd (AFSL 234459)
- Authorised since
- 2 March 2021
- First provided advice
- 2007
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan (formerly FINSIA) (2007); Margin Lending & Geared Investments, Kaplan (2010)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Helen Lorraine Tasker
Helen Lorraine Tasker is listed on ASIC’s Financial Advisers Register as a current financial adviser based in East Perth, Western Australia (adviser number 000312922).
The licensee Helen advises under is Personal Financial Services Ltd (AFS licence 234459). That authorisation dates from 2 March 2021.
According to the register, Helen first provided financial advice in 2007. The qualifications listed for Helen include Diploma of Financial Services (Financial Planning) (Kaplan (formerly FINSIA), 2007) and Margin Lending & Geared Investments (Kaplan, 2010). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Helen is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Helen Lorraine Tasker a registered financial adviser?
Yes. Helen Lorraine Tasker is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000312922.
Which licensee does Helen Lorraine Tasker work under?
Personal Financial Services Ltd, Australian financial services licence 234459.
What can Helen Lorraine Tasker give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.