Financial Adviser
· SYDNEY, NSW
Michelle Elizabeth Summers
No disciplinary history on record with ASIC
30
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000264195
Michelle Elizabeth Summers is a financial adviser based in Sydney, New South Wales, with 30 years of experience in the financial services industry. Michelle is currently authorised under Oreana Financial 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 from Financial Planning Association of Australia. Michelle is a member of SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1997
Diploma of Financial Planning
Deakin University
1999
Certified Financial Planner
Financial Planning Association of Australia
2005
Masters of Financial Planning
University of Sunshine Coast
2011
SMSF Specialist Advisor (SSA)
SMSF Association
Registration History
SECURITOR FINANCIAL GROUP PTY LIMITED
GUILD SUPERANNUATION SERVICES LIMITED
Source: ASIC Financial Advisers Register