Michelle Sanchez
Financial Adviser
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About
Michelle Sanchez is an ASIC-registered financial adviser based in Parkside, South Australia, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Bachelor of Commerce from The Flinders University of South Australia and an Advanced Diploma of Financial Services (Financial Planning), Michelle combines strong academic foundations with practical expertise gained over years of experience in the financial services industry. As a member of the Financial Advice Association of Australia (FAAA), Michelle adheres to the highest ethical and professional standards, ensuring clients receive advice that is always in their best interests. She is authorized to provide advice on a wide range of financial products, including superannuation, insurance, and wealth management solutions. She can also provide advice on retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. Michelle's expertise encompasses a wide range of financial services designed to provide holistic support: • Superannuation advice • Wealth management • Retirement planning • Insurance solutions Whether you're planning for retirement, seeking to grow your wealth, or protecting your family's future, Michelle can provide the expert guidance you need. Contact Michelle today to schedule a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What types of financial advice does Michelle Sanchez offer?
Michelle specializes in superannuation advice, wealth management, retirement planning, and insurance solutions. She provides comprehensive financial planning services tailored to your individual needs and goals.
What qualifications does Michelle Sanchez have?
Michelle holds a Bachelor of Commerce from The Flinders University of South Australia and an Advanced Diploma of Financial Services (Financial Planning). She has also completed specialized training in Margin Lending and Geared Investments, and Ethics and Professionalism in Financial Advice.
How does Michelle Sanchez develop a financial plan for her clients?
Michelle begins by understanding your current financial situation, goals, and risk tolerance. She then develops a personalized financial plan that outlines strategies to help you achieve your objectives. She regularly reviews and adjusts the plan as needed to ensure it remains aligned with your evolving needs.
What can I expect during my first meeting with Michelle Sanchez?
During your initial consultation, Michelle will discuss your financial goals, gather information about your current financial situation, and explain her approach to financial planning. This meeting is an opportunity for you to ask questions and determine if Michelle is the right financial adviser for you.
Is Michelle Sanchez a member of any professional organizations?
Yes, Michelle is a member of the Financial Advice Association of Australia (FAAA), demonstrating her commitment to upholding the highest ethical and professional standards in the financial advice industry.
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