Financial Adviser · HORNSBY HEIGHTS, NSW

Michelle Stone

27 Years experience
Tax advice
authorised
ASIC Registered · ADV 000263662

Michelle Stone is a financial adviser based in Hornsby Heights, New South Wales, with 27 years of experience in the financial services industry. Michelle is currently authorised under Feel Good Financial Australia Pty Limited. 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 Graduate Diploma Financial Planning from Kaplan Professional. 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

2012
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2017
Advanced Diploma of Financial PLanning
Monarch Institute
2024
Graduate Diploma Financial Planning
Kaplan Professional

Registration History

Dec 2024 - Present Current
Jul 2023 - Dec 2024 Ceased
Apr 2021 - Jul 2023 Ceased
FINANCIAL SERVICES PARTNERS PTY LIMITED
May 2013 - Apr 2021 Ceased
Government Debentures, Stocks & Bonds: class of product only.
A.C.N. 116 900 362 LIMITED
Apr 2006 - May 2013 Ceased

Source: ASIC Financial Advisers Register