Michelle Flanagan2021-10-21T06:18:11+00:00

Financial Planner Profile

Michelle Flanagan CFP®

Senior Financial Planner-TWD Australia

Michelle is a Certified Financial Planner® and has been in the industry for over 20 years. It is her combined industry experience of being a General Manager/Director of a financial advice business and evolving to a successful adviser that provides her with the strong knowledge and skill set needed to help her clients.

As an adviser, Michelle aspires to help her clients achieve their goals by providing an alternative approach to financial advice. This is done by asking deep questions of significance to unravel what motivates them to achieve their dreams. Michelle says “There is nothing more rewarding than hearing people’s stories and dreams, and the trust that is placed in me by them to help build their financial life. My commitment is to provide my clients with a blueprint of how they can best achieve their goals by identifying the basic and important parts, breaking down the complex, and explaining concepts to clients.”

Her clients say they greatly value the assistance, guidance, and wise advice from their trusted relationships with Michelle.

Qualifications:

  • Certified Financial Planner® 2017
  • Diploma of Financial Planning 2004
  • Bachelor of Business (Accounting and Marketing) 1999

Memberships:

  • The Financial Planning Association of Australia.
  • SMSF Association

What to Expect When We First Meet

Our initial step is to have a Discovery Meeting with you. Before we are able to provide any advice, we would like to meet with you to obtain an understanding of your current needs and complexities. This meeting allows us to properly understand how we can add value to your situation and the appropriate fees that would apply for the work involved. There is no charge for our initial consultations and that all fees will be discussed upfront before any commitment to engage our services is made.

After this meeting, we like to meet with you again and present our Terms of Engagement to you which outlines your objectives identified, our scope of work and our fee for our 12-month engagement

What to bring to the meeting:

So that we can make the most of our time together at our Discovery Meeting we ask all clients to complete our Snapshot Questionnaire and return this document prior to our meeting.
Where applicable, we also ask for you to provide the following documents:

  • Latest superannuation statements
  • Latest personal insurance statements
  • Any statements detailing existing investments (eg. Year-end rental statement summaries or any share details)
  • Loan details
  • Any other documents that you think will assist
  • Drivers licence and/or Passport (which will also need to be sighted for Anti-Money laundering purposes)

How are we different?

Our clients and our staff are our greatest assets. Client endorsements for Michelle and TWD Australia can be found via Google reviews – Sydney & Perth.

TWD Australia prides itself on adding value to our clients every 12 months and if we are unable to do so then we won’t proceed in charging you a fee.

Our advice & service is tailored to you, with a pro-active high touch service.

We hold our own Australian Financial Services Licence which means we are not restricted in the investments that can be assessed/approved for our clients.

Awards for TWD

TWD Australia has been recognised via the following awards:

  • The 2018 AFA Practice of the Year
  • Telstra Small Business Award in 2014
  • The 2013 Professional Planner Best Practice

Outside of the world of financial planning, Michelle is passionate about the Sydney Swans, cooking from her many recipe books, finessing her tennis skills, and spending time with her family.

“Her clients say they greatly value the assistance, guidance and wise advice from their trusted relationships with Michelle”

Financial Planning Services:

  • Personal Superannuation advice
  • Self Managed Super Funds
  • Wealth Management & Non-Super Investment advice
  • Personal Protection (Life, Total & Permanent Disablement, Trauma & Income Protection covers)
  • Business Life Insurance (Key Person, Business Expenses, Buy/Sell)
  • Taking a redundancy
  • Inheritance
  • Family matters

  

  • Gearing advice through Margin Lending strategies
  • Debt Management
  • Estate Planning
  • Cash Flow Management
  • Pre Retirement and Retirement Planning
  • Centrelink Benefit Strategies
  • Estate planning
  • Relationship breakdown

Powered by WishList Member - Membership Software

error: Content is protected !!