Michelle Halvorsen
Financial Adviser
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About
Michelle Halvorsen is an ASIC-registered financial adviser based in Caboolture, QLD, dedicated to helping her clients achieve their financial goals. With a Bachelor of Commerce in Financial Planning & Investment from Griffith University (2002) and further qualifications in Margin Lending & Geared Investments, SMSF, and Finance & Mortgage Broking from Kaplan, Michelle possesses a comprehensive understanding of the financial landscape. She is also a proud member of the Financial Advice Association of Australia (FAAA). Michelle is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. She assists clients with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities, ensuring they have access to the solutions that best suit their individual needs and circumstances. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions Whether you're planning for retirement, seeking to grow your wealth, or need guidance on protecting your family's future, Michelle can provide the expert advice and support you need. Contact Michelle today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Michelle Halvorsen provide?
Michelle Halvorsen provides advice on superannuation, insurance, wealth management, and retirement planning. She can also assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are Michelle Halvorsen's qualifications?
Michelle holds a Bachelor of Commerce in Financial Planning & Investment from Griffith University, and has completed further studies in Margin Lending & Geared Investments, SMSF, and Finance & Mortgage Broking from Kaplan.
What can I expect during my first meeting with Michelle?
During your initial consultation, Michelle will take the time to understand your current financial situation, your goals, and your risk tolerance. She will then develop a personalized financial plan tailored to your specific needs.
How can Michelle help me with my retirement planning?
Michelle can help you create a comprehensive retirement plan that takes into account your desired lifestyle, your current savings, and your investment options. She can also advise you on superannuation strategies and other retirement income streams.
Is Michelle Halvorsen a member of any professional organizations?
Yes, Michelle is a member of the Financial Advice Association of Australia (FAAA).
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