Financial Adviser · SYDNEY, NSW

Michelle Le

SYDNEY, NSW

3 Years experience

Tax advice
authorised

ASIC Registered · ADV 001298672

Currently at

Ep Financial Services

Bundall, QLD (firm address)

View firm profile

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. 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

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

2023

Margin Lending Specialist

Kaplan Education Pty Ltd

Registration History

Ep Financial Services Pty Ltd

Jul 2026 - Present Current

MDA Services (Advice and Arrange only)

The Lunar Group Pty Limited

Jul 2022 - Jul 2026 Ceased

Source: ASIC Financial Advisers Register