Michelle Summers
Financial Adviser
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About
Michelle Summers is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a career spanning over two decades, Michelle holds a Diploma of Financial Planning from Deakin University (1997), a Masters of Financial Planning from the University of Sunshine Coast (2005), and obtained her Certified Financial Planner designation in 1999. As an SMSF Specialist Advisor (SSA) accredited by the SMSF Association since 2011, she brings a wealth of specialized knowledge to self-managed super funds. Michelle is authorised to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. She provides advice on Investment Life Insurance and Life Risk Insurance, along with Securities, Derivatives, Retirement Savings Accounts, Government Debt Securities and Foreign Exchange. • Superannuation advice • Retirement Planning • Wealth Management • Insurance Solutions • SMSF Advice Whether you are planning for retirement, managing your investments, or seeking to protect your family's future, Michelle provides personalised advice and ongoing support to help you make informed decisions. Contact Michelle today to schedule a consultation and take control of your financial future.
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Frequently Asked Questions
What types of financial advice does Michelle Summers offer?
Michelle Summers provides comprehensive financial advice covering superannuation, retirement planning, wealth management, insurance solutions, and SMSF advice. She tailors her advice to meet your individual needs and financial goals.
What are Michelle Summers' qualifications and experience?
Michelle holds a Diploma of Financial Planning, a Masters of Financial Planning, and is a Certified Financial Planner. She is also an SMSF Specialist Advisor (SSA) with over 20 years of experience in the financial services industry.
How does Michelle Summers approach financial planning?
Michelle focuses on building long-term relationships with her clients. She takes the time to understand your financial situation, goals, and risk tolerance to develop a personalised plan that helps you achieve financial success.
What can I expect during my initial consultation with Michelle Summers?
During your initial consultation, Michelle will discuss your financial goals, current financial situation, and any concerns you may have. She will then explain her approach to financial planning and how she can help you achieve your objectives.
Does Michelle Summers specialise in SMSF advice?
Yes, Michelle is an SMSF Specialist Advisor (SSA) accredited by the SMSF Association. She has extensive knowledge and experience in providing advice on self-managed super funds, including establishment, compliance, and investment strategies.
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