During my studies at Deakin University, I was introduced to Financial Planning and was immediately captivated by the sheer value, peace of mind and difference it could make to individuals from all walks of life. I completed my Commerce degree majoring in Accounting and Financial Planning and began my career as a Trainee Financial Adviser.
I have now been in the Financial Services Industry for over 10 years, with 8 years experience as a licensed financial adviser providing personal advice to clients.
I am passionate about understanding my clients aspirations and goals and creating a bespoke advice solution to get there, celebrating the wins along the way and tailoring my advice as circumstances change.
I pride myself on giving my clients the confidence and tools to make financial decisions and live the lives they aspire to. Whether just starting out, making an investment decision, planning for retirement or when thrown an unexpected curveball, it is my role to ensure that through all stages of life, you can rest assured that there is a strategy in place to reach your goals.
I rang Hesta looking to have a f2f with a consultant .I was given Michele's details and we arranged a meet up...So happy I could meet close to home..Michelle was very friendly..I felt very comfortable and knew I was in good hands...All communications was easy .informative and thoroughly explained 10 stars ...Thank you Michelle.
Michelle was super helpful and knowledgeable, understanding fully what my needs are and ensuring that I understood her suggestions. Michelle's assistance with making the required changes to my superannuation for me to achieve my goals was greatly appreciated. She made the process really easy and now I have peace of mind knowing my superannuation is on track. Thank you, Michelle!
From my first contact with Michelle she has been so helpful in the organizing of my super requirements for retirement - just a wonderfully kind person. Pleasure dealing with Michelle.
Michelle was extremely knowledgeable, she shared her experience and knowledge in a manner that was accessible to someone who knew very little. Friendly, respectful and accommodating. I will highly recommend Michelle to friends and family.
Michelle is extremely knowledgeable and was very supportive in helping me get my head around what is a very complex field.
- Adviser status Gold
- Number of reviews 12
- First year providing advice 2015
- Years of experience 8
- Bachelor of Commerce
HESTALevel 20, 2 Lonsdale Street
Melbourne, VIC 3000
- In person
- Video call