Strategic Advisor
With over 15 years at 360Private working across many of our distinctive Six Pillars, I am able to provide not only Strategic advice to our clients, but I am also well qualified to provide outstanding advice in the areas of Self-Managed Superannuation, taxation, borrowing to invest and retirement. I pride myself on my long standing relationships with many of our Clients and offer a broad spectrum of advice in bringing the best outcomes to our Clients.
After five years in the banking industry, Michelle began her career at 360Private in 2002. Michelle joined our Personal and Self-Managed Superannuation Advice Team before moving across into the Strategic Advice Team three years later.
During her years at 360Private Michelle has completed her Bachelor of Commerce, a Graduate Diploma of Financial Planning, a Certificate IV in Finance and Mortgage Broking, Certified Financial Planner and Life Risk designation. Michelle expansive knowledge allows her to offer detailed advice to her Clients across range advice areas.
Michelle is also a qualified Certified Practicing Accountant (CPA) and is a member of CPA Australia, Financial Services Institute of Australia (FINSIA) and Financial Planning Association of Australia (FPA).