Michelle Elizabeth Summers
Financial Adviser in Sydney, New South Wales, Australia
Review Michelle Elizabeth Summers
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000264195
- Location
- Sydney NSW 2000
- Licensee
- Oreana Financial Services Pty Ltd (AFSL 482234)
- Authorised since
- 22 November 2024
- First provided advice
- 1996
- Qualifications
- Diploma of Financial Planning, Deakin University (1997); Certified Financial Planner, Financial Planning Association of Australia (1999); Masters of Financial Planning, University of Sunshine Coast (2005); SMSF Specialist Advisor (SSA), SMSF Association (2011)
- Memberships
- SMSF Association
- 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 Elizabeth Summers
Michelle Elizabeth Summers is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000264195.
The licensee Michelle advises under is Oreana Financial Services Pty Ltd (AFS licence 482234). That authorisation dates from 22 November 2024.
According to the register, Michelle first provided financial advice in 1996. The qualifications listed for Michelle include Diploma of Financial Planning (Deakin University, 1997), Certified Financial Planner (Financial Planning Association of Australia, 1999) and Masters of Financial Planning (University of Sunshine Coast, 2005). Michelle is recorded as a member of SMSF Association.
Michelle is authorised to advise 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.
Reviews
Nobody has reviewed Michelle Elizabeth Summers here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Michelle Elizabeth Summers a registered financial adviser?
Yes. Michelle Elizabeth Summers is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000264195.
Which licensee does Michelle Elizabeth Summers work under?
Oreana Financial Services Pty Ltd, Australian financial services licence 482234.
What can Michelle Elizabeth Summers 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.