I have worked in the financial services industry since 2001, with experience in both the financial planning and mortgage broking industries.
Whilst working in the mortgage broking industry, I realised I wanted to be able to help people develop a more holistic financial strategy to achieve all of their financial and lifestyle goals.
I have a passion for finance and love working closely with my clients to help them on their journey to financial freedom. I am committed to saving you time and giving you peace of mind that your finances are in good hands. I provide an honest and genuine service that helps people balance saving for the future whilst also enjoying the journey!
I've worked with many different types of clients from all walks of life and enjoy the unique challenge that each new client brings. I have experience with families wanting to protect their loved ones, pre-retirees hoping to secure a financially healthy retirement, professionals looking to build their wealth and small business owners trying to build a successful business.
I look forward to working with you!
I was recommended to Michelle by a couple of her existing clients. What a great decision it was. For health reasons I made the decision to retire from work and was looking for some sound advice. As someone who has limited knowledge of superannuation and other financial issues, Michelle and her husband, Ken, stepped in and took all the stress out of transitioning to retirement. Both Michelle and Ken have been more than helpful with everything and their professionalism is wonderful. I will be using their services indefinitely to keep everything on track. I have recommended both Michelle and Ken to friends who I’m hoping will use their knowledge and services.
From the outset my wife and I felt comfortable and confident in our trust and dealings with Michelle and her team. No issue was ever a problem and we were provided with the efficient advice and help throughout. We are now once again enjoying our retirement after this timely and worthwhile engagement with this financial adviser and her team.
Michelle was very helpful in setting up some new insurances for me and I was grateful to have her guidance and assistance throughout the process.
Michelle (and her team) provided my wife and myself with invaluable financial advice during during all our meetings and kept us informed of the process. She used simple and easy-to-understand language (no jargon) and spent a detailed amount of time going through the different strategies available to us. I would highly recommend her to family and friends.
When I first spoke to Michelle I had no idea about Superannuation and Insurances. When speaking to Michelle about Superannuation and Insurances she was clear and able to explain things in a way even I understood. You can tell by speaking to Michelle that she knows what she's talking about and really care about you as a client. I have already recommended her to people, and will continue to do so.
- Adviser status Silver
- Number of reviews 29
- First year providing advice 2015
- Years of experience 8
- Advanced Diploma of Financial Planning
Cultivate Wealth94 Fletcher St
Essendon, VIC 3040
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Alliance Wealth Pty Ltd