The Financial Planning Association of Australia The Financial Planning Association of Australia

Michelle Sanchez-McCallum, AFP®

Name Michelle Sanchez-McCallum, AFP®
Company Goldsborough Financial Services
Address 120 Greenhill Road
Unley, SA 5061
Phone 08 8378 4000
Languages Spanish

Michelle initially joined the financial services industry in 1998 and worked in various roles including Relationship Management and managing a Customer Relations team for a leading fund manager. She then moved into the Financial Planning sector in 2007, as she realised it was an area where she could help everyday people with her knowledge and guidance.

Michelle completed a Bachelors Degree in Commerce with Flinders University in 2001, with a double major in Finance and Economics. She then went on to complete her Diploma of Financial Planning in 2007 and her Advanced Diploma of Financial Planning in 2009. Michelle is FASEA compliant having completed the required studies and has successfully passed the compulsory Financial Adviser Exam. She is a member of the Financial Planning Association of Australia (FPA) and is registered with the Tax Practitioners Board.

She has a solid background in all elements of financial planning, in particular, superannuation and retirement income strategies, cashflow and Centrelink. She is passionate about helping her clients to achieve their goals and would welcome an informal chat to discuss your needs.

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