Financial Adviser
· CABOOLTURE, QLD
Michelle Joy Halvorsen
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000256680
Michelle Joy Halvorsen is a financial adviser based in Caboolture, Queensland, with 24 years of experience in the financial services industry. Michelle is currently authorised under Fiducian 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 Bachelor of Commerce in Financial Planning & Investment from Griffith University. 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
Authorised to provide tax financial advice services
Qualifications and Training
2002
Bachelor of Commerce in Financial Planning & Investment
Griffith University
2010
Margin Lending & Geared Investments
Kaplan
2010
SMSF
Kaplan
2012
Cert IV in Finance & Mortgage Broking
Kaplan