Michelle Kelada

HESTA

Gold
8 Yrs Experience
Melbourne, VIC 3000

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.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.94
  • Number of reviews 12
  • First year providing advice 2015
  • Years of experience 8
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

HESTA

Level 20, 2 Lonsdale Street
Melbourne, VIC 3000

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

HESTA

AFSL 235249