Michelle Poulsen

Michelle Poulsen
Partner

A Finalist for the Women in Finance 2022 Adviser of the Year, Michelle is a committed, passionate, and relatable Adviser, with over 25 years of financial services industry experience with 11 years in financial planning.

Michelle prides herself on building long-term quality relationships with her clients. She is passionate about helping clients achieve their financial goals by providing the highest level of professional advice and demystifying the financial planning process, allowing them to take control of their financial future. With her extensive knowledge and experience, Michelle is uniquely positioned to advise clients in creating, managing, and protecting their wealth as they transition through their various stages in life.

Michelle is a CERTIFIED FINANCIAL PLANNER™ (CFP®), having completed her Master of Financial Planning and further study to achieve CFP status, the highest designation in financial planning. She is also a member of the Financial Planning Association of Australia (FPA).

Outside work, Michelle is a mother of two teenagers and enjoys her time keeping fit through netball, touch football and more recently, rowing and spending time with her family and friends. She is actively involved in the community as a coach for representative netball at her local district netball association.

Michelle is available for appointments at our Brisbane CBD, Gold Coast and Noosa offices and has options for online and phone appointments.

Trusted Advice ~ Proven Impact

We sought Michelle’s services approx 10 years ago to help us achieve our goal of an early retirement. Michelle has gone above and beyond, she is welcoming, friendly, professional and took the time to get to know us personally.

Michelle works with integrity and provides us sound financial advice and guidance, she is committed, passionate and prides herself on building long-term quality relationships with her clients.

With Michelle’s professional advice we are excited to have achieved our financial goal of retiring aged 56 and our dream of travelling Australia as Grey nomads.

We look forward to continuing our relationship with Michelle to ensure we maintain our financial security throughout retirement.

We can’t thank Michelle enough and have no hesitation in recommending her.

Kerry & Dwayne Crofts

Michelle has been my Financial Adviser for as long as I can remember and as I have found, although anyone can be a Financial Adviser, it takes a very special person to gain the level of trust that I have in Michelle and the financial advice she provides me.

She has been very quick to response, proactive in her advice and remained calm and positive throughout the many “tragedies” in my life. As a 60+ divorced woman with a mortgage and no desire to work forever, I need to have faith in my future financial situation. As an Accountant, I need to see and understand the details. Michelle gives me all of that and more. It is why I highly recommend Michelle to family and friends because I know I am in good hands financially.

Deborah Huth

Michelle has been helping Donna and I navigate my early retirement for the past seven years. Her advice has always been clear and easy for us to understand because she took the time to get to know us as people not just clients.

The financial results have exceeded our expectations but even more importantly the peace of mind we enjoy having Michelle working for us can’t be overstated.

Steve Childs & Donna Bright

Our dreams and aspirations can be realised thanks, in large part, to the financial advice Michelle has provided over many years. With Michelle’s advice in regard to salary sacrificing, insurances, and ability to invest in top performing funds, I am now looking at a financial future I could never have imagined was possible for myself.

Mike & Vanessa Olsen

Michelle Poulsen

Team Members

Trusted Advice ~ Proven Impact

Brisbane

Sydney

Noosa

Gold Coast