Michelle Roberts
Financial Adviser
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About
Michelle Roberts is an ASIC-registered financial adviser based in Frankston, Victoria, dedicated to helping individuals and families achieve their financial goals. With a solid educational foundation including a Bachelor of Business (Property) from RMIT (1992), a Diploma of Financial Services (Financial Planning) from Kaplan Professional (2008), an Advanced Diploma of Financial Services (2012) and ongoing ethics and legal training from Kaplan Higher Education, Michelle brings a wealth of knowledge and experience to her clients. Michelle is authorised to provide advice on a comprehensive range of financial products, ensuring tailored solutions to meet diverse needs. Her expertise covers superannuation, insurance, wealth management, and retirement planning, giving her clients the tools they need to build financial security. Michelle's key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Whether you are planning for retirement, seeking to grow your wealth, or needing to protect your family's future, Michelle is committed to providing clear, personalised advice. Contact Michelle today to schedule a consultation and take the first step towards a brighter financial future.
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Frequently Asked Questions
What types of financial advice does Michelle Roberts offer?
Michelle Roberts provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What qualifications does Michelle Roberts have?
Michelle holds a Bachelor of Business (Property), a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Services, and has completed ethics and legal context training through Kaplan Higher Education.
How can Michelle Roberts help me with retirement planning?
Michelle can help you develop a comprehensive retirement plan, including strategies for maximizing your superannuation, creating a sustainable income stream, and managing your investments to achieve your retirement goals.
What is Michelle Roberts' approach to financial planning?
Michelle takes a personalised approach, focusing on understanding your unique financial situation, goals, and risk tolerance. She then develops tailored strategies to help you achieve your objectives.
How do I get started with Michelle Roberts?
Simply contact Michelle to schedule an initial consultation. This will allow you to discuss your needs and determine how she can best assist you in achieving your financial goals.
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