Financial Adviser
· SYDNEY, NSW
Michelle Ingrid Flanagan
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000260860
Michelle Ingrid Flanagan is a financial adviser based in Sydney, New South Wales, with 22 years of experience in the financial services industry. Michelle is currently authorised under Twd Licensee 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 Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1999
Bachelor of Business (Acounting and Marketing)
Charles Sturt University
2004
Advanced Diploma of Financial Planning
Financial Planning Association of Australia
2017
Certified Financial Planner
Financial Planning Association of Australia
2020
Accredited Aged Care Professional
Aged Care Steps
2024
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register