Data sourced from ASIC Financial Advisers Register
Financial Adviser · MALVERN, VIC

Michelle Louise Griffiths

23 Years experience
Tax advice
authorised
Currently at
Tag Financial Advisors Pty Ltd
Malvern, VIC
View firm profile
ASIC Registered · ADV 000233146

Michelle Louise Griffiths is a financial adviser based in Malvern, Victoria, with 23 years of experience in the financial services industry. Michelle is currently authorised under Tag Financial Advisors 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 Business (Accounting) from Monash University. Michelle is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1990
Bachelor of Business (Accounting)
Monash University
1994
Chartered Accountant (CA)
CA ANZ
2005
Diploma of Financial Planning Services (Financial Planning)
Financial Planning Association (FPA)
2020
Client Engagement Skills
Behavioural Finance - Kaplan Professional
2020
Ethics for Financial Services (Intensive)
Ethics - Deakin University

Registration History

Tag Financial Advisors Pty Ltd
Jul 2015 - Present Current
Count Financial Limited
Jul 2003 - Jul 2015 Ceased

Source: ASIC Financial Advisers Register