Financial Adviser · SYDNEY, NSW

Michelle Ingrid Flanagan

SYDNEY, NSW

22 Years experience

Tax advice
authorised

ASIC Registered · ADV 000260860

Currently at

Twd Australia

West Perth, WA (firm address)

View firm profile

About Michelle Ingrid Flanagan

Michelle Ingrid Flanagan is a financial adviser based in Sydney, New South Wales, with 22 years of experience in the financial services industry since 2004. Michelle is currently authorised under Twd Licensee Services, operating through Twd Australia. Michelle holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Michelle's qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Michelle is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1999

Bachelor of Business (Acounting and Marketing)

Charles Sturt University

2004

Advanced Diploma of Financial Planning

Financial Planning Association of Australia

2017

Certified Financial Planner

Financial Planning Association of Australia

2020

Accredited Aged Care Professional

Aged Care Steps

2024

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Twd Licensee Services Pty Ltd

Jun 2020 - Present Current

Madison Financial Group Pty Ltd

Jul 2013 - Jun 2020 Ceased

Source: ASIC Financial Advisers Register