|April Fielden AFP®
|Helm Private Wealth Pty Ltd.
|Level 2, Bryant House, 26 Duporth Avenue
Maroochydore, QLD 4558
With years of extensive experience within the financial planning industry and related industries, April brings this experience to you in all areas of retirement planning, incorporating Centrelink and aged care, wealth accumulation and protection. This brings a vast amount of knowledge to her clients.
Approaching a financial planner can seem daunting at first; however, April will ensure you have a rewarding and exciting experience. By exploring your current situation and assisting you in discovering what is important, April will help to articulate short, medium and long-term goals that become the foundation of the advice. With an agreed ongoing service standard, April will ensure that you feel you are working as a team to achieve the goals you set.
April has completed the following qualifications:
• Tax (Financial) Advisor Certificate
• Masters in Financial Planning
• Self-managed Superannuation Fund Accreditation
• Graduate Diploma in Business Administration
• Financial Adviser Standards and Ethics Exam (FASEA)