Michelle McKindlay
Financial Adviser in Mudgeeraba, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004202
- Location
- Mudgeeraba QLD 4213
- Licensee
- Michanna Wealth Pty Ltd (AFSL 524015)
- Authorised since
- 20 October 2020
- First provided advice
- 2014
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional (2012); Advanced Diploma of Financial Planning, Kaplan Professional (2015); Graduate Certificate in Financial Planning, Griffith University (2015); Master of Financial Planning, Griffith University (2018); Ethics and Professionalism, Griffith University (2020)
- Memberships
- Financial Advice Association of Australia (FAAA); Mortgage and Finance Association of Australia (MFAA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Michelle McKindlay
Michelle McKindlay is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Mudgeeraba, Queensland (adviser number 001004202).
The licensee Michelle advises under is Michanna Wealth Pty Ltd (AFS licence 524015). That authorisation dates from 20 October 2020.
The register records 2014 as the year Michelle first provided financial advice. The qualifications listed for Michelle include Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2012), Advanced Diploma of Financial Planning (Kaplan Professional, 2015) and Graduate Certificate in Financial Planning (Griffith University, 2015). Michelle is recorded as a member of Financial Advice Association of Australia (FAAA) and Mortgage and Finance Association of Australia (MFAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 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 McKindlay a registered financial adviser?
Yes. Michelle McKindlay is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004202.
Which licensee does Michelle McKindlay work under?
Michanna Wealth Pty Ltd, Australian financial services licence 524015.
What can Michelle McKindlay 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.