Financial Adviser
· BATHURST, NSW
Michelle Lee O'donnell
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005337
Michelle Lee O'donnell is a financial adviser based in Bathurst, New South Wales, with 17 years of experience in the financial services industry. Michelle is currently authorised under Findex Advice Services 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 Certified Financial Planner (CFP) from Financial Planning Association of Australia (FPA). 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Bachelor of Business Studies
Charles Sturt University
2008
Diploma of Financial Services (Financial Planning)
Kaplan
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan
2017
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
2017
SMSF Core Course
DBA Network Pty Ltd