Helga Baxter
Financial Adviser in Adelaide, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000233135
- Location
- Adelaide SA 5000
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 1 July 2003
- First provided advice
- 2007
- Qualifications
- Diploma of Financial Advising, Securities Institute (2004); Certified Financial Planner (CFP), Financial Planning Association of Australia (FPA) (2006); Certificate IV in Financial Services (Finance/Mortgage Broking), Intellitrain (2009); Margin Lending and Geared Investments, Kaplan Professional (2010); ASX Listed Products Accreditation Course, LPAC Online (2013); Diploma of Finance and Mortgage Broking Management, Intellitrain (2013); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020); FPC001B Economic and Legal Context for Financial Planning, Kaplan Higher Education (2021); FPC004 Insurance Advice, Kaplan Higher Education (2021); FPC005 Estate and Succession Planning, Kaplan Higher Education (2021); FPC006 Tax and Commercial Law for Financial Planning, Kaplan Higher Education (2021); FPC008 Investment Advice, Kaplan Higher Education (2021)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); Financial Advice Association of Australia (FAAA); Financial Planning Association (FPA) - Certified Financial Planner; 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 Helga Baxter
On the Financial Advisers Register kept by ASIC, Helga Baxter appears as a current financial adviser in Adelaide, South Australia, adviser number 000233135.
Helga provides advice as an authorised representative of Count Financial Limited, which holds Australian financial services licence 227232. That authorisation dates from 1 July 2003.
According to the register, Helga first provided financial advice in 2007. The qualifications listed for Helga include Diploma of Financial Advising (Securities Institute, 2004), Certified Financial Planner (CFP) (Financial Planning Association of Australia (FPA), 2006) and Certificate IV in Financial Services (Finance/Mortgage Broking) (Intellitrain, 2009). Helga is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ), Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) – Certified Financial Planner.
Helga 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 Helga Baxter a registered financial adviser?
Yes. Helga Baxter is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000233135.
Which licensee does Helga Baxter work under?
Count Financial Limited, Australian financial services licence 227232.
What can Helga Baxter 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.