
Helen Liu
Accounting Supervisor
Qualifications: MAcc, CPA
Hi there, I’m Helen – Accounting Supervisor at Navwealth. I’m an experienced tax professional with over eighteen years in public practice, supporting individuals, partnerships, companies, trusts and SMSFs. I take a hands‑on, client‑first approach, regularly engaging with clients to deliver tailored advice, tax planning and clear guidance across key business and investment milestones. My focus is helping clients make confident, well‑informed decisions while ensuring compliance is handled accurately and on time.
Throughout my career I’ve earned client trust through consistent, high‑quality work and straightforward communication. I hold a Master of Accounting from Macquarie University, a Diploma of Financial Planning from Monarch Institute, and I’m a Certified Practising Accountant (CPA Australia). In my current role, I review work for quality, oversee tax compliance processes and mentor team members so clients receive a consistently high standard of service.
With my experience and skill set I aim to make tax matters simple and manageable and provide proactive, practical advice that optimises each client’s position. I have more than ten years’ experience supporting medical professionals—GPs, specialists, dentists and allied health practitioners, and understand the nuances of their practices and regulatory environment. Whether navigating complex rules, planning ahead or resolving issues, I’m focused on timely outcomes and clarity at key moments.
Outside of work, I enjoy spending time with my family and kids, and I have a keen interest in travel and skiing.