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Michelle Galvin

Financial Adviser

Acorn Wealth Pty Ltd
Notting Hill, VIC 3168

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About

Michelle Galvin is an ASIC-registered financial adviser dedicated to helping clients in Notting Hill, VIC, and beyond achieve their financial goals. With over two decades of experience in the financial services industry, Michelle holds a Certified Financial Planner (CFP) designation from the Financial Planning Association (FPA), earned in 2000, and a Graduate Diploma of Financial Planning from Kaplan Professional, completed in 2023. As a member of the Financial Advice Association of Australia (FAAA), Michelle adheres to the highest ethical and professional standards. Michelle is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. She offers comprehensive and personalized financial advice tailored to each client's unique circumstances. • Superannuation advice • Insurance solutions • Wealth creation and management • Retirement planning strategies • Investment advice Whether you're planning for retirement, seeking to grow your wealth, or need advice on protecting your assets, Michelle is here to help. Contact Michelle today to schedule a consultation and take the first step towards a secure financial future.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement planning Wealth management Superannuation Insurance advice Investment strategies

Client Types

Personal Investors

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000230323

Verify on ASIC Register

Authorised Representative Number

000252514

Verify on MoneySmart Register

Frequently Asked Questions

What services does Michelle Galvin provide?

Michelle Galvin provides a comprehensive range of financial services, including superannuation advice, insurance solutions, wealth management, retirement planning, and investment advice. She tailors her advice to meet your individual needs and goals.

What are Michelle Galvin's qualifications and experience?

Michelle is a Certified Financial Planner (CFP) with over 20 years of experience in the financial services industry. She holds a Graduate Diploma of Financial Planning and is a member of the Financial Advice Association of Australia (FAAA).

How does the financial planning process work with Michelle Galvin?

The financial planning process typically begins with an initial consultation to understand your financial situation, goals, and risk tolerance. Michelle will then develop a personalized financial plan tailored to your specific needs. Regular reviews and adjustments are made to ensure your plan remains aligned with your changing circumstances.

What can I expect from working with a financial adviser like Michelle Galvin?

When you work with Michelle, you can expect personalized advice, ongoing support, and a commitment to helping you achieve your financial goals. She will provide clear and transparent communication, ensuring you understand your options and can make informed decisions.

What types of insurance advice can Michelle provide?

Michelle is authorized to provide advice on Investment Life Insurance and Life Risk Insurance. This includes helping you assess your insurance needs and recommending suitable policies to protect you and your family from unforeseen events.

Get in Touch

Contact Michelle directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.