Financial Adviser · WILLIAMSTOWN, VIC

Michelle Abela

WILLIAMSTOWN, VIC

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001267997

Currently at

Integrity Financial Planners

Croydon, VIC (firm address)

View firm profile

Michelle Abela is a financial adviser based in Williamstown, Victoria, with 8 years of experience in the financial services industry since 2018. Michelle is currently authorised under Integrity Financial Planners. Michelle holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Michelle's qualifications include a Bachelor of Business (Financial Planning) from Royal Melbourne Institute of Technology (RMIT). Michelle is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Not allowed to provide advice in SMSF

Authorised to provide tax financial advice services

Qualifications and Training

2017

Bachelor of Business (Financial Planning)

Royal Melbourne Institute of Technology (RMIT)

2019

FP C002b Ethics and Professionalism in Advice

Ethics - Kaplan Professional

Registration History

Integrity Financial Planners Pty. Ltd.

Jul 2024 - Present Current

Not allowed to provide advice in SMSF

Sentry Advice Pty Ltd

Mar 2021 - Feb 2024 Ceased

Superannuation Authorisation excludes Self Managed Superannuation Funds advice

AFFINIA FINANCIAL ADVISERS PTY LTD

Mar 2020 - Dec 2020 Ceased

Not Authorised in SMSF

APOGEE FINANCIAL PLANNING PTY LTD

Dec 2018 - Mar 2020 Ceased

TOTAL FINANCIAL SOLUTIONS AUSTRALIA PTY LTD

Sep 2018 - Oct 2018 Ceased

Source: ASIC Financial Advisers Register