Michelle Halvorsen

Fiducian Financial Services
Michelle Halvorsen

Bayside, QLD

About

About Fiducian Financial Services

Fiducian Financial Services Pty Ltd is licensed to provide you with financial planning services, which include advising, and dealing in the following financial products and services.

For an initial complimentary consultation with Michelle Halvorsen, Financial Planner Bayside, please click on “Make An Appointment” above, or contact us directly.

Our Services

Michelle Halvorsen is an Authorised Representative of Fiducian Financial Services Pty Ltd and is licensed to provide you with financial planning services, which include advising, and dealing in the following financial products:

  • Retirement Planning;
  • Budget and Cashflow Planning;
  • Centrelink Benefits, other Government Benefits and Aged Care Assistance;
  • Salary Packaging;
  • Personal Superannuation;
  • Employer Superannuation;
  • Investments and Savings Plans;
  • Debentures and Government Bonds;
  • Deposit and Payment Products;
  • Estate Planning;
  • Securities;
  • Life Risk Insurance within Superannuation;
  • Credit assistance and Debt Management;
  • Gearing and Margin Lending.

Profile

About Michelle Halvorsen

Michelle Halvorsen is passionate about providing financial planning advice to her clients.
She is committed to building long-term relationships through ongoing reviews, 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. Combined with her additional studies in Self Managed Superannuation Funds, Margin Lending and Geared Investments, Michelle also has a Certificate IV in Finance and Mortgage Broking and is an Associate Member of the Financial Planning Association (FPA). With such extensive financial planning experience, Michelle is well qualified to advise clients on their financial future.

Michelle actively contributes to the local community and is proud of her involvement with Business and Professional Women (BPW – Caboolture & BPW Northlakes). She is the elected 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).

Testimonials

What clients are saying

Fiducian Financial Planners believe that quality financial advice can significantly improve the current position of most individuals and that the relationship between a client and their Financial Planner is a key ingredient in achieving that goal.

A professional relationship built on trust, advice, support and re-assurance can be the corner stone for developing and maintaining a financial plan perfect for you and your family.

We are naturally delighted to hear from many Fiducian clients who are very satisfied with the service they have received from their Fiducian Financial Planner and who are happy to recommend their Fiducian Financial Planner.

News & Community

Local News and Events

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