Hi, I’m Michelle
Financial Adviser for Parc Wealth Management
Financial Adviser
I help women understand how to use the resources they have available to them to meet their life goals.
We need more females in Financial Services because female clients deserve Female Advisers. Females financial goals are different to males. They have different motivations and objectives. The Financial Adviser and client relationship is very personal. There aren't many Professionals who know as much about you as your Financial Adviser. This puts clients in potentially vulnerable situations. As a female, when disclosing personal information I need respect and empathy. This is what a female Adviser brings to the table. My goal is to make women feel safe and empowered.
I love helping people use the resources they have available to them to reach their goals. Good Financial Advice allows clients to stop worrying about their financial future and spend more time on their personal wellbeing, spending time with loved ones and having experiences doing things they love.
Location: Melbourne Victoria and Australia-wide
Favourite drink: Coffee (I’m a morning person!)
Best life hack: Stickytaping stress balls to the TV remotes so they don’t get lost down the back to the couch.
Best piece of advice: Spend your first 40 years finding out what you love doing and spend the next 40 years doing it!
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More About Me
As a female who has spent my entire career in a male dominated industry I am passionate about seeing more females in Financial Services. My current Financial Planning practice is the first female dominant firm I have worked in - this is by design. I am proud to have brought this about with careful recruiting, thinking outside the box when looking for candidates and offering employment benefits that assist working mothers stay in the workforce.
Michelle started in the Financial Planning industry in 1998. Her career began in a number of boutique Financial Planning practices before spending several years at BT Financial Group. After going back to University to further her education and taking time out to raise a family, Michelle returned to Financial Planning in roles including Business Development, Client Services, Paraplanning and Practice Management. In addition to her role as a Financial Adviser, Michelle is Head of Operations and Compliance for Parc Wealth Management. Michelle is passionate about empowering and educating women in Financial literacy. Michelle and her female team deliver services with empathy, compassion and respect for her clients.
Qualifications
- Associate Diploma of Business – Swinburne University
- Bachelor of Commerce - with Distinction (Financial Planning and Marketing) Deakin University
- Ethics and Professionalism in Financial Advice – Kaplan Professional
The information provided on our website or at this seminar, online course, event, webinar or workshop is general in nature and is not personal financial product advice. Read Full Disclosure Here.
