About
Michelle is a highly experienced senior financial adviser with over 25 years experience who is based in Balmoral Brisbane and servicing clients Australia-wide.
Michelle takes a holistic approach to financial advice, focusing not only on short and long term goals but also on her clients’ individual circumstances. Understanding the benefit of personally tailored solutions and that one size does not fit all, Michelle can provide specific or comprehensive advice tailored to clients individual needs and requirements. With a focus on keeping things simple, Michelle aims to uncomplicate the complicated and make the advice simple to understand allowing clients to make confident decisions.
Her approach to financial advice is based on the premise that, although life can be difficult, managing your finances shouldn’t be.
Whilst Michelle is highly experienced and can provide advice on a wide range of matters, she has a particular interest in Wealth Creation, Retirement Planning and providing advice around Aged Care.
Michelle is a Certified Financial Planner (CFP) and a member of the Financial Advice Association Australia (FAAA). She also holds a Diploma of Financial Planning.
Qualifications & Memberships
- Financial Advice Association Australia (FAAA)
- Diploma of Financial Planning – Deakin University
- Certified Financial Planner – FPA
- Margin Lending Accreditation Program – Deakin Prime Corporate Education
- Self-Managed Superannuation Funds – Kaplan Professional