Financial Adviser
· MAROOCHYDORE, QLD
Michelle Kristen Robinson
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005440
Michelle Kristen Robinson is a financial adviser based in Maroochydore, Queensland, with 21 years of experience in the financial services industry. Michelle is currently authorised under Bridges Financial Services 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 Education Pty Ltd. 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
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Diploma of Financial Advising
Securities Institute Education
2010
FNSASICR503A Provide advice in Margin Lending
GWM Adviser Services Ltd trading as Advice Education
2019
Accredited Aged Care Professional
Aged Care Steps
2022
Graduate Diploma of Financial Planning
Kaplan Education Pty Ltd
2024
Accredited Behavioral Finance Professional (ABFP)
College for Financial Planning/Kaplan Education Pty Ltd
2024
Chartered Retirement Planning Counsellor (CRPC)
College for Financial Planning/Kaplan Education Pty Ltd