Michelle Anne Steffensen
Financial Adviser in Balmoral, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000259348
- Location
- Balmoral QLD 4171
- Licensee
- Oreana Financial Services Pty Ltd (AFSL 482234)
- Authorised since
- 3 March 2025
- First provided advice
- 2000
- Qualifications
- Diploma of Financial Planning, Deakin University (2002); CFP Certification Program, Financial Planning Association of Australia Limited (2008); Self-Managed Superannuation Funds, Kaplan Professional (2016)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives, foreign exchange contracts
- Tax (financial) advice
- Yes
- Register status
- Current
About Michelle Anne Steffensen
On the Financial Advisers Register kept by ASIC, Michelle Anne Steffensen appears as a current financial adviser in Balmoral, Queensland, adviser number 000259348.
Advice is given under the Australian financial services licence of Oreana Financial Services Pty Ltd, licence number 482234. That authorisation dates from 3 March 2025.
According to the register, Michelle first provided financial advice in 2000. Qualifications and training on file include Diploma of Financial Planning (Deakin University, 2002), CFP Certification Program (Financial Planning Association of Australia Limited, 2008) and Self-Managed Superannuation Funds (Kaplan Professional, 2016). Michelle is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 11 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Michelle Anne Steffensen a registered financial adviser?
Yes. Michelle Anne Steffensen is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000259348.
Which licensee does Michelle Anne Steffensen work under?
Oreana Financial Services Pty Ltd, Australian financial services licence 482234.
What can Michelle Anne Steffensen give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives; foreign exchange contracts.