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Helen McPheeSenior Manager Superannuation
The opportunity to find solutions for clients' superannuation needs and security has always appealed to Helen's logic. In particular, ensuring clients have peace of mind as they move into retirement, knowing it will be comfortably self-funded.
Now, with more than 10 years' superannuation experience, Helen brings that passion to her role with Self Managed Super Funds (SMSFs) at Oxygen Private Clients.
Helen's speciality with SMSFs ensures Trustees of SMSFs are complying with ever changing legislation and assisting them with tax effective estate planning solutions relating to their superannuation.
Downtime away from the office finds Helen in the live music districts of Fitzroy, Collingwood and Brunswick soaking up the atmosphere of the music and food culture of Melbourne's inner northeast.