MICHELLE ANNE STEFFENSEN

Financial Adviser ยท Balmoral, QLD

Registered

Registration Number

000259348

Registration Status

Registered

Location

Balmoral, QLD 4171

Providing Advice Since

2000

Registration Date

01/07/2017

Financial Services Licensee

FITZPATRICKS PRIVATE WEALTH PTY LTD

Licence #000247429

๐Ÿ“š Qualifications & Training

2002 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University
2008 - CFP Certification Program - Professional Designations - Financial Planning Association of Australia Limited
2016 - Self-Managed Superannuation Funds - Diploma (AQF 5) - Kaplan Professional

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.