Helen Spencer
Financial Adviser in Fortitude Valley, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001005288
- Location
- Fortitude Valley QLD 4006
- Licensee
- Macquarie Bank Limited (AFSL 237502)
- Authorised since
- 18 August 2021
- First provided advice
- 1995
- Qualifications
- Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)., Kaplan Higher Education Pty Limited (1996); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2011); Tier 2 Deposit Products and non-cash payment products Tier 2 (personal advice), Financial Education Professionals Pty Ltd (2014); FPC002B Ethics and Professionalism in Financial Advice., Kaplan Higher Education (2020); FPC005 Estate and Succession Planning, Kaplan Higher Education Pty Limited (2026)
- Advice areas
- superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds, standard margin lending, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Helen Spencer
On the Financial Advisers Register kept by ASIC, Helen Spencer appears as a current financial adviser in Fortitude Valley, Queensland, adviser number 001005288.
Advice is given under the Australian financial services licence of Macquarie Bank Limited, licence number 237502. The current authorisation started on 18 August 2021.
According to the register, Helen first provided financial advice in 1995. Qualifications and training on file include Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA). (Kaplan Higher Education Pty Limited, 1996), Margin Lending and Geared Investments (Kaplan Higher Education Pty Limited, 2011) and Tier 2 Deposit Products and non-cash payment products Tier 2 (personal advice) (Financial Education Professionals Pty Ltd, 2014).
The authorisation covers advice on superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds and standard margin lending, among 7 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 Spencer a registered financial adviser?
Yes. Helen Spencer is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001005288.
Which licensee does Helen Spencer work under?
Macquarie Bank Limited, Australian financial services licence 237502.
What can Helen Spencer give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; deposit and payment products; government debentures, stocks and bonds; standard margin lending; derivatives.