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Michelle Steffensen

Although life can be difficult, your finances shouldn’t be. This is one of the cornerstones to Michelle’s approach to financial advice and a benefit that she brings to all her clients. With a focus on keeping things as simple as possible and uncomplicating the complicated, Michelle provides comprehensive advice tailored to her clients’ current and future financial objectives.

Michelle has particular interest in helping clients become financially well organised and takes a holistic approach to financial advice. Understanding that the journey is as important as the destination, Michelle seeks to identify what is truly important to her clients and works with them to create a strategy to achieve their short and long-term goals and allow them to live their ideal life.

Through her experiences within both large and boutique financial institutions, Michelle has gained a diverse range of skills and is passionate about using these to support her clients. Able to effectively identify opportunities across such areas as wealth creation, superannuation and retirement planning, Michelle empowers her clients to take control and make confident decisions surrounding their finances.

Qualifications/Memberships

  • Certified Financial Planner (2008)
  • Diploma of Financial Planning (2002)
  • Member of the Financial Planning Association

Areas of expertise

Retirement Planning and Pensions

Self Managed Superannuation Funds (SMSF)

Superannuation

Tax Effective Wealth Strategies

Wealth Creation

Investment and Portfolio Construction

Strategic Financial Advice

Experience

  • Working in Financial Services since 1988

Contact details

Michelle Steffensen

07 3217 9416

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15 Malory Street Balmoral, QLD 4171
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Contact Michelle Steffensen

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