Michelle Halvorsen - Caboolture
Michelle Halvorsen - Caboolture
Fiducian Financial Services

Michelle Halvorsen - Caboolture

Queensland

Email
Phone
Address
Unit 6, Level 1/20 King St, Caboolture QLD 4510
PO Box 3297, Victoria Point West QLD 4165
investment performance

Understand your financial and lifestyle goals

  • 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 Caboolture, please click on “Make An Appointment” above, or contact us directly.

    Our Services

    Michelle 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
  • 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 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).

  • 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.


    Sandy
    QLD

    “Michelle has been handling my finances for approx. 6 years now & I have been very happy with her friendly, professional service. I draw comfort in the knowledge that my money (little as it is) is in good hands.

    She has a wealth of knowledge & is highly qualified in this field. I wouldn’t hesitate in recommending Michelle to anyone. Thanks Michelle for your dedicated work.”


    Andrea Merrick
    Caboolture QLD

    “I had the privilege of meeting Michelle Halvorsen in 2007.

    Michelle has become my trusted advisor and confidante. The feeling of trust and knowing Michelle has your best interests at heart is like a security blanket and safety net rolled into one.

    Michelle has such passion and experience and is known as my Fairy God Mother, always there when I’ve needed her.

    Michelle has excellent advice is knowledgeable on so many levels. Michelle has always been there for me over the years and now she is there for my for my daughter as well.”


    Gary Bateman
    QLD

    “I was introduced to the Fiducian Financial Services by word of mouth in 2017.

    I met your representative Michelle Halvorsen at her Morayfield office. Immediately found a person with two rare gifts in this world which was honesty and integrity of a kind lacking in today’s world.

    Her compassion, knowledge, work ethics, commitment and energy astounds me..

    She is a wonderful asset to me and to the company she represents.

    Would I recommend Michelle and her services to anyone else and it would be a rounding indeed yes.

    PS: and her Christmas parties are legendary.”


    Julie Hopkins
    Tugun QLD

    “Michelle is a treasure to be associated with because she always manages to go the extra mile when it is truly required.”


    M & K Karaolis
    Caboolture QLD

    “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.”


    Roger Craft and Helen Gampe
    Bribie Island QLD

    “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.”


    Mark Kalucy
    Beerwah QLD

    “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.”

  • 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.

  • Get in touch

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