Michelle Flanagan
Financial Adviser
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About
Michelle Flanagan is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping her clients achieve their financial goals with clarity and confidence. With a Bachelor of Business (Accounting and Marketing) from Charles Sturt University and an Advanced Diploma of Financial Planning, Michelle's commitment to excellence is further demonstrated by her Certified Financial Planner designation and Accredited Aged Care Professional status. Michelle is an active member of the Financial Advice Association of Australia (FAAA) and the SMSF Association, ensuring she stays at the forefront of industry best practices and regulatory changes. She is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. This enables Michelle to create tailored strategies that address each client's unique circumstances. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Michelle's expertise extends to Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts, providing a holistic approach to financial well-being. Whether you're planning for retirement, managing your investments, or seeking advice on aged care, Michelle offers personalised guidance every step of the way. Contact Michelle today to arrange a consultation and take control of your financial future.
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Frequently Asked Questions
What types of financial advice does Michelle Flanagan offer?
Michelle Flanagan provides advice on superannuation, insurance, wealth management, retirement planning, and investments, including Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts. She can help you create a comprehensive financial plan tailored to your specific needs.
What qualifications does Michelle Flanagan have?
Michelle Flanagan holds a Bachelor of Business (Accounting and Marketing), an Advanced Diploma of Financial Planning, is a Certified Financial Planner, and is an Accredited Aged Care Professional. She also regularly updates her knowledge through ongoing professional development.
What is the process of working with Michelle Flanagan?
The process typically starts with an initial consultation to understand your financial goals and current situation. Michelle will then develop a tailored financial plan, present it to you, and implement the agreed-upon strategies. Regular reviews are conducted to ensure your plan remains aligned with your evolving needs.
How can Michelle Flanagan help with retirement planning?
Michelle can help you determine your retirement goals, estimate your retirement income needs, and develop a strategy to accumulate sufficient retirement savings. She can also advise on superannuation options, pension strategies, and managing your investments in retirement.
What professional associations does Michelle Flanagan belong to?
Michelle Flanagan is a member of the Financial Advice Association of Australia (FAAA) and the SMSF Association, reflecting her commitment to upholding the highest standards of professionalism and ethical conduct.
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