Michelle Steffensen
Financial Adviser
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About
Michelle Steffensen is an ASIC-registered financial adviser dedicated to helping clients in Balmoral, QLD, and beyond achieve their financial goals. With a Diploma of Financial Planning from Deakin University (2002) and CFP Certification from the Financial Planning Association of Australia Limited (2008), Michelle brings a wealth of knowledge and experience to her practice. She has also completed specialist training in Self-Managed Superannuation Funds (Kaplan Professional, 2016). As an authorised financial adviser, Michelle provides expert advice across a broad range of financial products, including superannuation, insurance, wealth management and retirement planning. She is authorised to advise on Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, Government Debt Securities and Foreign Exchange. Michelle is a proud member of the Financial Advice Association of Australia (FAAA), reflecting her commitment to upholding the highest standards of professionalism and ethical conduct. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment strategies Ready to take control of your financial future? Contact Michelle today to arrange a consultation and discover how she can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Michelle Steffensen offer?
Michelle Steffensen provides advice on superannuation, insurance, wealth management, retirement planning and more. She can help you with Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, Government Debt Securities and Foreign Exchange.
What are Michelle Steffensen's qualifications?
Michelle holds a Diploma of Financial Planning from Deakin University and CFP Certification from the Financial Planning Association of Australia Limited. She has also completed specialist training in Self-Managed Superannuation Funds.
What can I expect during my first meeting with Michelle Steffensen?
During your initial consultation, Michelle will take the time to understand your current financial situation, your goals, and your risk tolerance. She'll then develop a tailored financial plan to help you achieve your objectives.
How does Michelle Steffensen stay up-to-date with changes in the financial industry?
As a member of the Financial Advice Association of Australia (FAAA), Michelle is committed to ongoing professional development and stays informed about the latest industry trends and regulatory changes.
What is the process for becoming a client of Michelle Steffensen?
The first step is to contact Michelle to schedule an initial consultation. During this meeting, you'll discuss your financial needs and goals, and Michelle will explain how she can help you achieve them. If you're both comfortable moving forward, you'll then work together to develop a personalized financial plan.
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