Adviser Profile:
Helen ElimelakhAdvanced DFP, MSc
- CERTIFIED FINANCIAL PLANNER™ - Financial Planning Association of Australia
- Authorised Representative #300977
Helen is located in the Hurstville branch of Avenue Capital Management.
I have been in the financial planning industry since 2002. I am committed to working with my clients and determined to provide them with tailored solutions to meet their stated financial needs, lifestyle goals and objectives.
Services offered
As part of my relationship with Avenue Capital Management Limited, I am able to offer the following services to my clients:
The design and implementation of comprehensive lifestyle financial planning strategies to improve your financial future, encompassing (where appropriate) concepts such as:
- Pre and Post Retirement Planning
- Rollover and Redundancy Advice
- Superannuation Planning and Advice
- Managed Investments
- Tax Effective Investment Strategies
- Sharebroking Facilities
- Centrelink Assistance
- Estate Planning Advice
- Wealth Creation via Gearing
- Fund and Stock Research
- Risk Management and Personal Insurance
- Business and Succession Planning
- Managed Portfolio Services
- Remuneration Planning
- Ongoing Strategic Advice
Products offered
The products on which I am authorised to provide advice to my clients include:
- Deposit and Payment Products (Cash Management Trusts)
- Government Debentures
- Stocks and Bonds
- Life Products - Investment Life Insurance Products (Deferred, Immediate and Allocated Annuities)
- Life Products - Life Risk Insurance Products (Life Insurance, Trauma Insurance, Total and Permanent Disability Insurance, Income Protection Insurance and Business Expense Insurance)
- Managed Investment Schemes including IDPS (Unlisted Investment Trusts, Discretionary Master Trusts/Investor Directed Portfolio Services {that offer investment in investment trusts, shares, property, cash and fixed interest securities})
- Retirement Savings Account Products
- Securities (ASX Listed Shares and Other ASX Listed Securities)
- Superannuation (Personal and Corporate Superannuation Funds and Allocated Pensions)
