Financial Adviser
· MUDGEERABA, QLD
Michelle Mckindlay
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004202
Michelle Mckindlay is a financial adviser based in Mudgeeraba, Queensland, with 12 years of experience in the financial services industry. Michelle is currently authorised under Michanna Wealth 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 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
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register