Michelle Lee O’Donnell
Financial Adviser in Bathurst, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001005337
- Location
- Bathurst NSW 2795
- Licensee
- Findex Advice Services Pty Ltd (AFSL 243253)
- Authorised since
- 7 February 2017
- First provided advice
- 2009
- Qualifications
- Bachelor of Business Studies, Charles Sturt University (2005); Diploma of Financial Services (Financial Planning), Kaplan (2008); Advanced Diploma of Financial Services (Financial Planning), Kaplan (2012); Certified Financial Planner (CFP), Financial Planning Association of Australia (FPA) (2017); SMSF Core Course, DBA Network Pty Ltd (2017)
- 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 Lee O’Donnell
Michelle Lee O’Donnell is a financial adviser in Bathurst, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001005337.
The licensee Michelle advises under is Findex Advice Services Pty Ltd (AFS licence 243253). That authorisation dates from 7 February 2017.
According to the register, Michelle first provided financial advice in 2009. Qualifications and training on file include Bachelor of Business Studies (Charles Sturt University, 2005), Diploma of Financial Services (Financial Planning) (Kaplan, 2008) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan, 2012). 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.
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Questions people ask
Is Michelle Lee O'Donnell a registered financial adviser?
Yes. Michelle Lee O'Donnell is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001005337.
Which licensee does Michelle Lee O'Donnell work under?
Findex Advice Services Pty Ltd, Australian financial services licence 243253.
What can Michelle Lee O'Donnell 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.