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 Caboolture, please click on “Make An Appointment” above, or contact us directly.
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:
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).
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.
“Michelle is a treasure to be associated with because she always manages to go the extra mile when it is truly required.”
“We found Michelle to be most honest and genuine and a rarity in her field. Michelle took the time out to explain everything to us, she saw no problems at all researching and investigating options for us. Her commitment, professionalism and knowledge, coupled with her unquestionable diligence and commitment in assisting others is what she obviously does best. I speak on behalf of both my brother and myself, in stating that, we would not hesitate to recommend Michelle Halvorsen of Fiducian Financial Services.”
“Helen and I have used Michelle Halvorsen as our financial adviser for over 2 years. During this time Michelle has given us very sound advice regarding, superannuation, investment and retirement. To complement this advice, Michelle has a very friendly and easy manner, and has always made us feel comfortable and able to ask her advice on difficult and personal subjects. We would have no hesitation in recommending Michelle to anyone seeking the help and advice of a sincere, competent and reputable financial planner.”
“Michelle has been my mother’s financial adviser for over 4 year’s now, her professional attitude, friendly manner and empathy that she has shown my mother throughout this time is greatly appreciated and I would have no hesitation in recommending Michelle to anyone seeking a very competent, ethical and professional financial planner.”
“Knowing Michelle Halvorsen has given me peace of mind. I call her my Fairy Godmother because she is always there when I need her and Michelle makes all my problems go away. It never ceases to amaze me, the extent of Michelle’s knowledge and her ability to quickly access information that is required. During the time I have known Michelle, she has gone above and beyond the call of duty. My friends want to know why I am so successful; it’s easy when you have successful people like Michelle with her team at Fiducian working on your behalf.”
Our regular newsletter Fiducian Focus covers changes in Superannuation, Tax Legislation, the Economy and Financial Markets.
You can also read our Monthly Economic and Market Commentary from Fiducian Investment Manager, Conrad Burge.
