About
Helena
With over 20 years’ experience in the business services and taxation areas, Helena works with clients from a wide range of industries including retail, professional services, manufacturing, property development and the not-for-profit sector.
Helena specialises in providing taxation, accounting and business advisory advice to high-net-worth individuals and their family groups, family businesses, succession and estate planning, as well as advising multinational groups on establishing an appropriate business structure in Australia and tax compliance.
Her understanding of client expectations of their tax advisor is to deliver on time, be on the point and be across the latest tax developments while also considering their wider commercial and wealth accumulation considerations. This has never been more the case than in the current economic environment. She strives to deliver this level of service to her clients across their tax advisory and compliance needs.
Helena works closely with her clients to protect and enhance wealth, whilst proactively managing the risks associated with a constantly changing environment.
Areas of expertise
- High net wealth individuals and their family business and investment
- Family Trusts & deceased estate
- Succession and estate planning
- Multinational tax advisory
Qualifications & memberships
- Bachelor of Commerce – University of NSW
- Member, Chartered Accountants Australia and New Zealand