Financial Adviser
· SYDNEY, NSW
Michelle Peters
No disciplinary history on record with ASIC
32
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000291675
Michelle Peters is a financial adviser based in Sydney, New South Wales, with 32 years of experience in the financial services industry. Michelle is currently authorised under E.f.d.b. Pty 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 Professional. Michelle is a member of Association of Independently Owned Financial Professionals (AIOFP) and TAI Practitioners & Advisers Limited.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2003
Diploma of Financial Planning
Financial Planning Association of Australia
2016
Advanced Diploma of Financial Planning
Kaplan
2022
Graduate Diploma of Financial Planning
Kaplan Professional