Michelle Ingrid Flanagan
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000260860
- Location
- Sydney NSW 2000
- Licensee
- TWD Licensee Services Pty Ltd (AFSL 475964)
- Authorised since
- 26 June 2020
- First provided advice
- 2004
- Qualifications
- Bachelor of Business (Acounting and Marketing), Charles Sturt University (1999); Advanced Diploma of Financial Planning, Financial Planning Association of Australia (2004); Certified Financial Planner, Financial Planning Association of Australia (2017); Accredited Aged Care Professional, Aged Care Steps (2020); Ethics and Professionalism in Financial Advice, Kaplan Professional (2024)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Michelle Ingrid Flanagan
Michelle Ingrid Flanagan is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 000260860).
Advice is given under the Australian financial services licence of TWD Licensee Services Pty Ltd, licence number 475964. That authorisation dates from 26 June 2020.
The register records 2004 as the year Michelle first provided financial advice. Qualifications and training on file include Bachelor of Business (Acounting and Marketing) (Charles Sturt University, 1999), Advanced Diploma of Financial Planning (Financial Planning Association of Australia, 2004) and Certified Financial Planner (Financial Planning Association of Australia, 2017). Michelle is recorded as a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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.
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Questions people ask
Is Michelle Ingrid Flanagan a registered financial adviser?
Yes. Michelle Ingrid Flanagan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000260860.
Which licensee does Michelle Ingrid Flanagan work under?
TWD Licensee Services Pty Ltd, Australian financial services licence 475964.
What can Michelle Ingrid Flanagan give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending.