Michelle Taylor

Build Financial Solutions Pty Ltd

Silver
21 Yrs Experience
Osborne Park, WA 6017
Being a Financial Adviser is so much more than just crunching the numbers, for me, its about passion and commitment to providing a better outcome for my clients. Our values at Build Financial are reflected in everything that we do - Professionalism - I am currently studying for my Masters in Financial Planning to ensure that my qualifications are without question. At Build we make sure that everything we do is to a professional standard. Integrity - Honesty and transparency are at the core of Build Financial Enthusiasm - I truly love what I do and am passionate about getting positive outcomes for my clients Collaboration - Working with our clients at Build is integral to making their financial futures better. Empowerment - This is so important for our Clients and our staff if they feel empowered and in control of their financial futures it feeds into every other aspect of their lives.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Redundancy
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.95
  • Number of reviews 5
  • First year providing advice 2001
  • Years of experience 21
  • Highest qualification
    • Graduate Certificate in Financial Planning
  • Language spoken
    • English

Build Financial Solutions Pty Ltd

Suite 12, 41 Walters Drive
Osborne Park, WA 6017

Licensed by

Neo Financial Solutions Pty Ltd

AFSL 385845

4.95
5 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.75
Likely to recommend
Showing reviews 1—5 of 5

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4.75

"I am very confident with the service Michelle provides."

  • Superannuation
  • Self Managed SuperFunds
  • Socially Responsible
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michelle has always presented as very professional and I always recommend her to family and friends."

  • Insurance Protection
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michelle has always been available to attend to any query or transaction in an extremely effective and efficient way. Her attention to detail and advice has always been with our best interests in mind."

  • Government Assistance
  • Superannuation
  • Self Managed SuperFunds
  • Socially Responsible
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michelle is a highly experienced and professional financial planner but more importantly, has a genuine passion for finding solutions for her clients - helping them navigate their way through often complex issues. She is highly regarded by clients and colleagues alike for her extensive industry knowledge and professional ethics. Michelle brings a breath of fresh air to the financial planning industry."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michelle has been my financial planner for almost 10yrs and I also refer my clients to her. Michelle is extremely knowledgable and easy to understand. I also believe she genuinely has every clients best interest at heart. So refreshing to deal with someone who is truly interested in your goals and needs and works with you to achieve great outcomes."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—5 of 5

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2011

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2012

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2007

Graduate Certificate in Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2019

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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