With a combined 40 years financial planning experience, our dedicated team are the right choice to help you take control of your financial future.
Certified Financial Planner, B.Bus, Dip FP, SA Fin
As the proud founder of Proxima, Helen is at the forefront of financial planning excellence. She spends as much time as necessary understanding clients’ needs and has achieved impressive results for hundreds of people over the years. Working professionals, retirees and small-medium businesses have all gained from her strategic mind, decisiveness and compassion.
Her approach has been aptly characterised as cool head, warm heart and steady hand.
Helen draws from a distinguished career, having held senior roles that include financial planning for Deloitte and a Non-Executive Directorship in the not-for-profit sector in aged care. She’s also gained pertinent skills and life experience from previous roles in pharmacy, law enforcement and real estate.
When the responsibilities of running Proxima are all in hand, you’ll often find her relaxing with friends over a round or two at Mount Osmond Golf Club.
Dip FP, Securities Institute of Australia (Aff.)
One of Proxima’s longest serving team members, Roslyn’s primary remit is to strategically assess
how to meet clients’ goals and objectives in relation to retirement and income streams. She often spends considerable time interpreting the underlying legislation behind financial strategies to optimise a client’s financial position.
Having over a decade’s worth of experience in financial planning, Roslyn is an expert in developing strategies pertaining to wealth accumulation, investments, superannuation, retirement planning and aged care. She has previously been a paraplanner at both Westpac and Financial Guidance for Women. She has also acquired skills in banking & finance, real estate and property management over her working career.
In her private time after work Roslyn likes spend time at home with her family and friends. Her penchant for travel takes her to many Australian destinations and overseas as often as possible; otherwise, she’s content discovering local restaurants and shopping secrets around Adelaide and surrounding areas with her husband and daughter on weekends.
Practice Manager/Client Service Manager
Jodie joined the Proxima Team in January 2021. With an extensive background in client service across accounting and financial planning firms in both Adelaide and Melbourne, Jodie’s natural ability to make you feel welcome shines through.
After 13 years in Melbourne, Jodie and her family relocated back to Adelaide to be with family and close friends, and with her hubby, is making the most of exploring our wonderful state, particularly our wine regions.
When not cruising the beautiful Murray River, camping or honing newly acquired skills on the golf course, Jodie is ensuring that our clients are made to feel first and foremost in our business.
As our Practice Manager, Jodie brings a bubbly and enthusiastic nature to the Proxima team, ensuring an exceptional client experience.
STRATEGIC ADVICE IN:
Wealth creation, Retirement planning, Investments, Superannuation, Insurance, Aged care, Wills and succession planning, Business agreements, Debt Restructuring.
READY TO LEARN MORE?
Proxima Financial Group Pty Ltd | ABN 69 108 042 708 | T/a Proxima Financial Planning is a Corporate Authorised Representative (ASIC Number 269744) of Paragem Pty Ltd | ABN 16 108 571 875 | AFSL & ACL Number 297276 | www.paragem.com.au.
Paragem's email is: firstname.lastname@example.org and their phone number is: 02 8036 6490.