Skip to content
Navwealth Financial Services
  • AboutExpand
    • Our Approach
    • Our People
    • Careers
  • How we HelpExpand
    • Why Choose Us
    • Financial Planning
    • Accounting & Tax
    • Bookkeeping Resources
    • Business Advisory
    • Aged Care
    • Finance & Lending
  • Our Clients
  • News
  • ResourcesExpand
    • NavTalk Podcast
  • Contact
  • Login
Linkedin Facebook Instagram YouTube Twitter
Navwealth Financial Services

Helen Liu

Accounting Supervisor

Qualifications: MAcc, CPA

Connect Back

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. 

  • About
  • How we Help
  • Our Clients
  • News
  • Resources
  • Contact
  • Login
  • LinkedIn
  • Facebook
  • Instagram
  • YouTube
  • Twitter
  • Navwealth Financial Services & Credit Guide
  • Terms & Conditions
  • Wealth Privacy Policy
  • Accounting Privacy Policy
  • Navwealth Engagement Agreement and Principles Guidelines

© Copyright 2026 Navwealth Financial Group Pty Ltd | All Rights Reserved

Disclaimer: Navwealth Financial Group Pty Limited ABN 71 064 594 350, trading as Navwealth. Navwealth is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327, Australian Financial Services Licence and Australian Credit Licence No. 232706.

Accounting, taxation, and business advisory services are provided by Navwealth Accounting Pty Ltd ABN 53 197 267 463, Liability limited by a scheme approved under Professional Standards Legislation.

Any advice provided by Navwealth Accounting Pty Ltd ABN 53 197 267 463 detailed above is provided independently of Navwealth Financial Group Pty Limited ABN 71 064 594 350 and our Licensee, AMP Financial Planning Pty Limited. Neither Navwealth Financial Group Pty Limited ABN 71 064 594 350 and our Licensee, AMP Financial Planning Pty Limited take any responsibility for any actions or services they provide.

General Advice Warning: This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

Testimonials: These clients have agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.

  • About
    • Our Approach
    • Our People
    • Careers
  • How we Help
    • Why Choose Us
    • Financial Planning
    • Accounting & Tax
    • Bookkeeping Resources
    • Business Advisory
    • Aged Care
    • Finance & Lending
  • Our Clients
  • News
  • Resources
    • NavTalk Podcast
  • Contact
  • Login