Michelle Halvorsen
AFP®, BCom(FP) - Financial Adviser Authorised Representative - ARN: 256680
Fiducian Financial Services Bayside
Queensland
- fpsupport@fiducianfs.com.au
- Phone
- 1800 316 992
- Address
-
Unit 2C/125 Old Cleveland Road, Capalaba QLD 4157
PO Box 3297, Victoria Point West QLD 4165
Fiducian Financial Services Caboolture
Queensland
- fpsupport@fiducianfs.com.au
- Phone
- 1800 316 992
- Address
-
Unit 6, Level 1/20 King Street, Caboolture QLD 4510
PO Box 3297, Victoria Point West QLD 4165
About Michelle Halvorsen
Michelle is committed to building long-term relationships through ongoing reviews and ensuring her clients remain on track to reach their stated goals and objectives. Michelle’s honest and caring approach makes her clients comfortable and at ease.
She holds a Bachelor of Commerce degree, majoring in financial planning, investments and accounting. Michelle also has a Certificate IV in Finance and Mortgage Broking and is an Associate Member of the Financial Advice Association Australia (FAAA). With such extensive financial planning experience, Michelle is well qualified to advise clients on their financial future.
Michelle has met the FASEA exam standards required by law.
Michelle actively contributes to the local community and is proud of her involvement with Business and Professional Women (BPW – Caboolture & BPW Northlakes). She was the past Director of Finance on the Board of Business and Professional Women Australia Board (BPWA) and is involved in local community projects with the local Caboolture Neighbourhood Community Centre as a committee member. Additionally, as a proud supporter of The Leukaemia Foundation of Australia, Michelle has held annual charity golf days to help raise money on behalf of the Caboolture branch for the Leukaemia Foundation.
On a personal note, Michelle enjoys spending time with her family and her interests include painting, bushwalking, fishing and volleyball (for which she represented the Australian army).
Advice Areas
- Wealth Creation Strategies
- Superannuation Strategies (including defined benefit schemes)
- Self-Managed Superannuation Funds
- Life Insurance
- Cash Flow Planning
- Centrelink
- Departments of Veterans' Affairs
- Aged Care
- Estate Planning
- Debt Management
- Salary Packaging
- Retirement Planning
- Redundancy Planning
Products
Deposit and Payment Products
- Deposit and Payment Products
- Non-basic Deposit Products
Government Debentures, Stocks or Bonds
- Government Debentures, Stocks or Bonds
Life Products
- Investment Life Insurance Products
- Life Risk Insurance Products
Managed Investment Schemes
- Managed Investment Schemes, including IDPS
Retirement Savings Account Products
- Retirement and Savings Account Products
Securities
- Securities
Superannuation
- Superannuation – All
- Self-Managed Superannuation Fund
- A person’s existing holding in a superannuation product
Margin Lending Facility
- Standard Margin Lending Facility
About Michelle Halvorsen
Michelle is committed to building long-term relationships through ongoing reviews and ensuring her clients remain on track to reach their stated goals and objectives. Michelle’s honest and caring approach makes her clients comfortable and at ease.
She holds a Bachelor of Commerce degree, majoring in financial planning, investments and accounting. Michelle also has a Certificate IV in Finance and Mortgage Broking and is an Associate Member of the Financial Advice Association Australia (FAAA). With such extensive financial planning experience, Michelle is well qualified to advise clients on their financial future.
Michelle has met the FASEA exam standards required by law.
Michelle actively contributes to the local community and is proud of her involvement with Business and Professional Women (BPW – Caboolture & BPW Northlakes). She was the past Director of Finance on the Board of Business and Professional Women Australia Board (BPWA) and is involved in local community projects with the local Caboolture Neighbourhood Community Centre as a committee member. Additionally, as a proud supporter of The Leukaemia Foundation of Australia, Michelle has held annual charity golf days to help raise money on behalf of the Caboolture branch for the Leukaemia Foundation.
On a personal note, Michelle enjoys spending time with her family and her interests include painting, bushwalking, fishing and volleyball (for which she represented the Australian army).
Advice Areas
- Wealth Creation Strategies
- Superannuation Strategies (including defined benefit schemes)
- Self-Managed Superannuation Funds
- Life Insurance
- Cash Flow Planning
- Centrelink
- Departments of Veterans' Affairs
- Aged Care
- Estate Planning
- Debt Management
- Salary Packaging
- Retirement Planning
- Redundancy Planning
Products
Deposit and Payment Products
- Deposit and Payment Products
- Non-basic Deposit Products
Government Debentures, Stocks or Bonds
- Government Debentures, Stocks or Bonds
Life Products
- Investment Life Insurance Products
- Life Risk Insurance Products
Managed Investment Schemes
- Managed Investment Schemes, including IDPS
Retirement Savings Account Products
- Retirement and Savings Account Products
Securities
- Securities
Superannuation
- Superannuation – All
- Self-Managed Superannuation Fund
- A person’s existing holding in a superannuation product
Margin Lending Facility
- Standard Margin Lending Facility