Helen Yau
Financial Adviser in Geelong, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000432483
- Location
- Geelong VIC 3220
- Licensee
- Partners Wealth Group Financial Advice Pty Ltd (AFSL 558563)
- Authorised since
- 18 March 2026
- First provided advice
- 2015
- Qualifications
- Bachelor of Commerce, Deakin University (1999); Graduate Diploma in Accounting, Institute of Chartered Accountants of Australia (2005); Diploma of Financial Planning, International Institute of Technology Pty Ltd (IIT) (2013); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2021); FPC007B Client Engagement Skills, Kaplan Higher Education (2026)
- Memberships
- CA - Chartered Accountants; SMSF Association
- 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 Yau
On the Financial Advisers Register kept by ASIC, Helen Yau appears as a current financial adviser in Geelong, Victoria, adviser number 000432483.
Helen provides advice as an authorised representative of Partners Wealth Group Financial Advice Pty Ltd, which holds Australian financial services licence 558563. The current authorisation started on 18 March 2026.
According to the register, Helen first provided financial advice in 2015. Qualifications and training on file include Bachelor of Commerce (Deakin University, 1999), Graduate Diploma in Accounting (Institute of Chartered Accountants of Australia, 2005) and Diploma of Financial Planning (International Institute of Technology Pty Ltd (IIT), 2013). Professional memberships recorded: CA – Chartered Accountants and SMSF Association.
The authorisation covers advice 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 Yau a registered financial adviser?
Yes. Helen Yau is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000432483.
Which licensee does Helen Yau work under?
Partners Wealth Group Financial Advice Pty Ltd, Australian financial services licence 558563.
What can Helen Yau 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.