Michelle Denise Willis
Financial Adviser in Newcastle West, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001236697
- Location
- Newcastle West NSW 2302
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 8 January 2024
- First provided advice
- 2015
- Qualifications
- Diploma of Financial Planning, Kaplan Professional (2015); Securities and Managed Investments Program (DFP4), Kaplan Professional (2015); Advanced Diploma of Financial Planning, Kaplan Professional (2017); Certificate IV in Finance and Mortgage Broking, AAMC Training Group (2017); Accredited Listed Product Adviser Program, Kaplan Professional (2021); Graduate Diploma of Financial Planning, Kaplan Higher Education (2025)
- Memberships
- Finance Brokers Association of Australia (FBAA); 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
- Restriction
- Not authorised to provide advice on Self-Managed Superannuation Funds, except for life insurance and contribution advice for an existing SMSF
- Tax (financial) advice
- Yes
- Register status
- Current
About Michelle Denise Willis
Michelle Denise Willis is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Newcastle West, New South Wales (adviser number 001236697).
Advice is given under the Australian financial services licence of Matrix Planning Solutions Limited, licence number 238256. That authorisation dates from 8 January 2024.
According to the register, Michelle first provided financial advice in 2015. The qualifications listed for Michelle include Diploma of Financial Planning (Kaplan Professional, 2015), Securities and Managed Investments Program (DFP4) (Kaplan Professional, 2015) and Advanced Diploma of Financial Planning (Kaplan Professional, 2017). Professional memberships recorded: Finance Brokers Association of Australia (FBAA) and 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 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Not authorised to provide advice on Self-Managed Superannuation Funds, except for life insurance and contribution advice for an existing SMSF.”
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Questions people ask
Is Michelle Denise Willis a registered financial adviser?
Yes. Michelle Denise Willis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001236697.
Which licensee does Michelle Denise Willis work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Michelle Denise Willis 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. It also records this restriction: "Not authorised to provide advice on Self-Managed Superannuation Funds, except for life insurance and contribution advice for an existing SMSF."