Michelle Joy Halvorsen
Financial Adviser in Caboolture, Queensland, Australia
Review Michelle Joy Halvorsen
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 number000256680
- Location
- Caboolture QLD 4510
- Licensee
- Fiducian Financial Services Pty Ltd (AFSL 231103)
- Authorised since
- 12 April 2006
- First provided advice
- 2002
- Qualifications
- Bachelor of Commerce in Financial Planning & Investment, Griffith University (2002); Margin Lending & Geared Investments, Kaplan (2010); SMSF, Kaplan (2010); Cert IV in Finance & Mortgage Broking, Kaplan (2012)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Michelle Joy Halvorsen
Michelle Joy Halvorsen is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Caboolture, Queensland (adviser number 000256680).
Michelle provides advice as an authorised representative of Fiducian Financial Services Pty Ltd, which holds Australian financial services licence 231103. The current authorisation started on 12 April 2006.
According to the register, Michelle first provided financial advice in 2002. The qualifications listed for Michelle include Bachelor of Commerce in Financial Planning & Investment (Griffith University, 2002), Margin Lending & Geared Investments (Kaplan, 2010) and SMSF (Kaplan, 2010). Professional memberships recorded: 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 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Michelle Joy Halvorsen here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Michelle Joy Halvorsen a registered financial adviser?
Yes. Michelle Joy Halvorsen is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000256680.
Which licensee does Michelle Joy Halvorsen work under?
Fiducian Financial Services Pty Ltd, Australian financial services licence 231103.
What can Michelle Joy Halvorsen 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.