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

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”