Financial Adviser
· SYDNEY, NSW
Michelle Le
No disciplinary history on record with ASIC
SYDNEY,
NSW
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001298672
About Michelle Le
Michelle Le is a financial adviser based in Sydney, New South Wales, with 3 years of experience in the financial services industry since 2023. Michelle is currently authorised under Ep Financial Services. Michelle holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Michelle's qualifications include a Master of Financial Planning from UNSW.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: MDA Services (Advice and Arrange only)
Authorised to provide tax financial advice services
Qualifications and Training
2014
Bachelor of Commerce
The University of Melbourne
2017
Master of Financial Planning
UNSW
2021
Ethics & Professionalism in Financial Advice
Ethics - Kaplan Education Pty Ltd
Registration History
MDA Services (Advice and Arrange only)
Source: ASIC Financial Advisers Register