Financial Adviser · NEWCASTLE WEST, NSW

Michelle Denise Willis

11 Years experience

Tax advice
authorised

Currently at

Bundall, QLD

View firm profile

ASIC Registered · ADV 001236697

Michelle Denise Willis is a financial adviser based in Newcastle West, New South Wales, with 11 years of experience in the financial services industry. Michelle is currently authorised under Matrix Planning Solutions 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 of Financial Planning from Kaplan Higher Education. Michelle is a member of Finance Brokers Association of Australia (FBAA) and 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: Not authorised to provide advice on Self-Managed Superannuation Funds, except for life insurance and contribution advice for an existing SMSF

Authorised to provide tax financial advice services

Qualifications and Training

2015

Diploma of Financial Planning

Kaplan Professional

2015

Securities and Managed Investments Program (DFP4)

Kaplan Professional

2017

Advanced Diploma of Financial Planning

Kaplan Professional

2017

Certificate IV in Finance and Mortgage Broking

AAMC Training Group

2021

Accredited Listed Product Adviser Program

Kaplan Professional

2025

Graduate Diploma of Financial Planning

Kaplan Higher Education

Registration History

Matrix Planning Solutions Limited

Jan 2024 - Present Current

Not authorised to provide advice on Self-Managed Superannuation Funds, except for life insurance and contribution advice for an existing SMSF

Matrix Planning Solutions Limited

Jun 2021 - Dec 2023 Ceased

Excludes SMSF

Akumin Financial Planning Pty Limited

Apr 2021 - May 2021 Ceased

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

Akumin Financial Planning Pty Limited

Oct 2015 - Feb 2019 Ceased

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

Source: ASIC Financial Advisers Register