Financial Adviser
· WOLLONGONG, NSW
Michelle Lee Oswald
No disciplinary history on record with ASIC
WOLLONGONG,
NSW
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001269952
Practice
Wollongong, NSW (practice address on ASIC register)
Licensed through Australian Financial Planning Group
About Michelle Lee Oswald
Michelle Lee Oswald is a financial adviser based in Wollongong, New South Wales, with 8 years of experience in the financial services industry since 2018. Michelle works at Super Advisor, which is licensed through Australian Financial Planning Group. 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 Bachelor of Commerce from University of Wollongong. Michelle is a member of CPA Australia (CPA), Institute of Public Accountants (IPA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2001
Bachelor of Commerce
University of Wollongong
2003
CPA Program
CPA Australia
2005
Graduate Certificate in Financial Planning
Securities Institute
2025
Ethics & Professionalism in Financial Advice
Ethics - Kaplan Professional