Financial Adviser · MUDGEERABA, QLD

Michelle Mckindlay

MUDGEERABA, QLD

12 Years experience

Tax advice
authorised

ASIC Registered · ADV 001004202

Licensee

Michanna Wealth

Mudgeeraba, QLD (licence address on ASIC register)

View licensee

About Michelle Mckindlay

Michelle Mckindlay is a financial adviser based in Mudgeeraba, Queensland, with 12 years of experience in the financial services industry since 2014. Michelle is currently authorised under Michanna Wealth. Michelle holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Michelle's qualifications include a Master of Financial Planning from Griffith University. Michelle is a member of Financial Advice Association of Australia (FAAA) and Mortgage and Finance Association of Australia (MFAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2012

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2015

Advanced Diploma of Financial Planning

Kaplan Professional

2015

Graduate Certificate in Financial Planning

Griffith University

2018

Master of Financial Planning

Griffith University

2020

Ethics and Professionalism

Ethics - Griffith University

Registration History

Michanna Wealth Pty Ltd

Oct 2020 - Present Current

Charter Financial Planning Limited

Sep 2016 - Oct 2020 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Westpac Banking Corporation

May 2014 - Sep 2016 Ceased

Source: ASIC Financial Advisers Register