CFP®, Dip FP
Authorised Representative
Michelle has worked in the banking and financial services industry for 35 plus years. From bank manager to senior adviser, Michelle’s extensive career has been spent working under the banner of a large corporate before joining FinSec in 2020. Having witnessed huge changes to the profession she understands first hand the value of a self-licensed environment and brings to FinSec a unique insight and wisdom based on her experiences.
Loyalty and dedication is at Michelle’s core, and it is these same attributes she brings to every client relationship. Michelle works predominantly with clients nearing retirement and is passionate about taking the time to walk her clients through the steps and decisions they need to make in an informed and caring manner.
Why FinSec?
“FinSec has a reputation for professionalism and are recognised for their tailored approach to advice – It is, for this reason, I begin my next chapter at number 10, Greenhill Road.”
A word from Michelle:
“I have been in the industry for many years and have witnessed the apprehension many people feel when transitioning from work to retirement life. I am passionate about ensuring clients receive the time and care required to navigate this life event with confidence.“