Senior Financial Adviser
A committed, passionate, and relatable Adviser, with over 25 years of financial services industry experience with 10 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 children and enjoys her time keeping fit through netball, touch football and more recently, rowing and spending time with her family and friends. She has an active involvement in the community through various volunteer positions within her local netball association.
Michelle is available for appointments at our Brisbane CBD, Gold Coast and Noosa offices and has options for online and phone appointments.