Financial Adviser · KINGSTON, ACT

Michelle Anne Loughhead

21 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 001006291

Michelle Anne Loughhead is a financial adviser based in Kingston, Australian Capital Territory, with 21 years of experience in the financial services industry. Michelle is currently authorised under Financial Index Australia Pty Ltd. Michelle holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Master of Financial Planning from Griffith University. Michelle is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Excluding LRBA's

Authorised to provide tax financial advice services

Qualifications and Training

2004

Diploma of Financial Services (Financial Planning)

ThreeSixty

2007

Advanced Diploma of Financial Services (Financial Planning)

ThreeSixty

2018

Graduate Certificate in Financial Planning

Griffith University

2021

Master of Financial Planning

Griffith University

Registration History

Financial Index Australia Pty Ltd

Jun 2023 - Present Current

Excluding LRBA's

Findex Advice Services Pty Ltd

Jun 2023 - Present Current

Excluding LRBA's

Parkhill Home Loans Pty Limited

Nov 2019 - Jun 2023 Ceased

Psk Advisory Services Pty Ltd

Sep 2016 - Oct 2019 Ceased

One off licensee approval is required for products which are either not on the approved product list or Derivatives.

KING FINANCIAL SERVICES PTY LTD

Jan 2013 - Jan 2019 Ceased

One off licensee approval is required for products which are not on the approved product list.

GPL (VIC) PTY LTD

Feb 2002 - Dec 2012 Ceased

Source: ASIC Financial Advisers Register