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SMSF specialist Helen Whelan MGI Sth Qld

Helen Whelan

Director, Business Services




Bachelor of Commerce
Graduate Diploma in Advanced Accounting
Pinnacles SMSF Personal Advice Certificate


Chartered accountant and tax advisor

Helen specialises in accounting and compliance and works with clients to make these elements of running a business easier. She is an SMSF specialist advisor and also heads up our Gold Coast office.

Helen is a chartered accountant with more than 20 years’ experience who has a passion for accounting compliance. Helen sees her role as focusing on this so that her clients don’t have to! She immerses herself within her client’s business and becomes an integral part of the team – a face that’s regularly at their premises and focused on achieving a common goal.

Throughout many years in practice, Helen has realised it can be a challenge for clients to understand the financial drivers behind their business or investment.

For this reason, she works very hard at creating an open and transparent relationship where clients can feel comfortable asking any question without fear of judgement.

She also invests a lot of time in client communication and providing advice in a way that’s easy to understand.

Helen is well versed in helping clients manage their own personal wealth through better asset protection and legally minimising their tax.

Helen Whelan has been a valuable support to the JE Tipper Group of Companies for many years. We appreciate her timely, relevant and useful advice, particularly during strategic times in our organisation’s development, and her willingness to make herself available, even on short notice.

Sean Russell, JE Tipper

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