|Company||Apt Wealth Partners Pty Ltd|
360 Collins Street
Melbourne, VIC 3000
|Phone||03 8779 5254|
Michelle is a Senior Financial Adviser at Apt Wealth Partners.
Michelle has been awarded the:-
• Money Management and Super Review Inaugural Mentor of the Year Award 2013
• Money Management Financial Planner of the Year Award
• FPA 2012 Best Practice Award State Winner CFP Professional Category
• FPA 2012 Best Practice National Winner CFP Professional Category
Michelle was also a finalist for Woman of the Year - Money Management and Super Review 2013, top 6 Finalist of the AFA Adviser of the Year Award 2012 and a top 6 Finalist of the inaugural AFA Female Excellence in Advice Award 2011.
Since 1989, Michelle has enjoyed showing her clients what's really possible. A great part of this time has been spent specialising in the health industry.
Michelle established her own business in 1994 to practice financial planning on a fee for service basis, focusing on strategic and comprehensive advice around:
- Aged care
- Defined superannuation
- Estate and intergenerational financial planning
- Financial advice for widows
- Personal and business insurance advice
- Investment advice
- Planning for retirement
- Salary packaging
- Self funded retirees
- Small business financial advice
- Wealth accumulation