Financial Adviser
· BRISBANE CITY, QLD
Michelle Poulsen
No disciplinary history on record with ASIC
BRISBANE CITY,
QLD
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002573
Licensee
Brisbane, QLD (licence address on ASIC register)
About Michelle Poulsen
Michelle Poulsen is a financial adviser based in Brisbane City, Queensland, with 15 years of experience in the financial services industry since 2011. Michelle is currently authorised under Stonehouse Financial Partners. 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 (CFP) from Financial Planning Association (FPA). Michelle is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2010
Diploma Financial Services (Financial Planning)
MLC ThreeSixty
2011
RG146 Margin Lending
MLC ThreeSixty
2017
Master of Financial Planning
Kaplan Australia
2018
Certified Financial Planner (CFP)
Financial Planning Association (FPA)
Registration History
Source: ASIC Financial Advisers Register