Michelle Steffensen Authorised Representative of
Fitzpatricks Private Wealth Pty Ltd
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.
- Certified Financial Planner (2008)
- Diploma of Financial Planning (2002)
- Member of the Financial Planning Association
Areas of expertise
Investment and Portfolio Construction
Retirement Planning and Pensions
Self Managed Superannuation Funds (SMSF)
Tax Effective Wealth Strategies
Strategic Financial Advice
- Working in Financial Services since 1988