CFP® BBus BA AdvDipFS
Michelle joined Ethinvest as a Financial Adviser in 2019. Having studied economics and politics at the University of South Australia, she took a tangent and entered the financial services industry in 2007 by word of mouth, as it happens in Adelaide. The challenges in markets that came in 2008-2009 did not shy her away from her early career in financial planning. She continued her financial planning studies and achieved her Certified Financial Planner® accreditation in 2017. Her genuine desire to help people and her compassion towards clients naturally lead her to advising. Michelle approaches her clients in a professional, empathetic and genuine manner and is very focussed on the client’s goals and best interests. She is passionate about not only making an impact on people’s lives but the broader community and environment. She believes portfolio construction is not a one size fits all approach and she draws on her experience from both the small and large financial institutions she has worked for to advise on the complexities of High Net Worth individuals and entities.
Michelle would not be at Ethinvest had she not made a big move from Adelaide to Sydney in 2017. She regularly returns to Adelaide to visit friends and family and loves a good conversation about food, wine and travel.
Michelle is currently on parent leave, due to return to Ethinvest in late 2021.