Financial Planning, Management and Investment Advice.

Get set up for a strong financial future

Helix have a network of partners Australia wide. Our team are equipped with the experience to get you where you want to be. Financially we assist with budget planning, money management, investment strategy and even assist with getting you the knowledge required to know how the sport and entertainment economy works, so your financial security extends way beyond your chosen career.

Our Investment Committee

The Investment committee advisory board’s purpose is to add structure and experience to investment and growth opportunities that present to The Helix Group, it’s athletes and partners. The Advisory Board has been formed to give recommendations to The Helix Group Advisory Board and Helix management, it has a mantra to be,

  • Comprised of diverse skills and experiences
  • Provide the Board and Helix executive with objective opinions
  • Provide input, skills, knowledge towards specific projects
  • Treat all opportunities, company matters and client details confidential

Specific scope of work of the Investment Advisory Board may include

  • Assess potential investment opportunities for The Helix Group and its clients
  • Provide the Board and Helix executive with objective opinions on these opportunities
  • Identify any better opportunities to put forward to the group’s key partners
  • Provide input, skills, knowledge towards specific projects
  • Manage key stakeholder relationships

Helix Investment Committee Members

Nick Whalan

Director, Global Investment Services, Private Wealth @ Westpac. MBA.

Tom Carr

Partner at Oreon Partners. Bachelor of Commence & Marketing.

Dr Sanjay Sinhal

World Class Neonatologist & Paediatrician.

Geoff Robertson

Managing Director @ MRS Property > 20 years.

Michael Wilkins

Director, Key Account Executive @ Findex > 22 years. MBA.

Bridget Johnson

General Manager @ Agribusiness Finance Australia. Bachelor of Business (Marketing).

Gregg Harris

Chair – Ex State Manager NAB SA, NT & Northern WA – 5 years. 25 Years Banking experience, Now Director & Owner of TurningPoint Career, Coaching & Consultancy. MBA.

69 King William
Road Unley South
Australia 5061