Financial Adviser
· BALMORAL, QLD
Michelle Anne Steffensen
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000259348
Michelle Anne Steffensen is a financial adviser based in Balmoral, Queensland, with 26 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 CFP Certification Program from Financial Planning Association of Australia Limited. 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
Derivatives
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Diploma of Financial Planning
Deakin University
2008
CFP Certification Program
Financial Planning Association of Australia Limited
2016
Self-Managed Superannuation Funds
Kaplan Professional