Financial Adviser
· BRISBANE CITY, QLD
Michelle Millsom
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000270485
Michelle Millsom is a financial adviser based in Brisbane City, Queensland, with 22 years of experience in the financial services industry. Michelle is currently authorised under Sherrin Partners 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 Graduate Diploma of Financial Plannig from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Investment Planning 1
Integratec
2006
Estate Planning
Tribeca
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan
2015
SMSF
Kaplan
2020
Graduate Diploma of Financial Plannig
Kaplan Professional
Registration History
Securities - Class of product only; Government Debentures, Stocks or Bonds - Class of product only.
SHACKLETON SOUTH PTY LIMITED
Source: ASIC Financial Advisers Register