Michelle Le

Private Wealth Adviser

“You can embrace financial independence with confidence, knowing that you have a dedicated adviser by your side who cares about your financial success. I aim to be that person in your world.”

Michelle believes in empowering her clients to take charge of their financial wellbeing. She offers honest guidance, challenging you to make tough but necessary decisions for long-term prosperity.

With over 7 years working as technical support in private wealth, Michelle specialises in strategy and technical knowledge within the industry. Michelle’s strength lies in problem solving and providing solutions tailored to your financial goals.

Areas of expertise

  • Personal financial advice
  • Self-Managed Superannuation Funds (SMSF)
  • Wealth Creation & Protection
  • Handling complex financial structures and affairs
  • Retirement Planning

Michelle Le loves

  • Hiking around the Blue Mountains and Ku-ring-gai National Park
  • Making baked goods and sharing them with family and friends
  • Finding the best pies in town

Qualifications

  • Bachelor of Commerce (University of Melbourne)
  • Master of Financial Planning (University of New South Wales)
  • Accredited Self-Managed Superannuation Fund adviser (University of Adelaide)

Areas of expertise

  • Personal financial advice
  • Self-Managed Superannuation Funds (SMSF)
  • Wealth Creation & Protection
  • Handling complex financial structures and affairs
  • Retirement Planning

Qualifications

  • Bachelor of Commerce (University of Melbourne)
  • Master of Financial Planning (University of New South Wales)
  • Accredited Self-Managed Superannuation Fund adviser (University of Adelaide)

Michelle Le loves

  • Hiking around the Blue Mountains and Ku-ring-gai National Park
  • Making baked goods and sharing them with family and friends
  • Finding the best pies in town