Financial Adviser
· PARKSIDE, SA
Michelle Sanchez
No disciplinary history on record with ASIC
PARKSIDE,
SA
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000325471
Licensee
Parkside, SA (licence address on ASIC register)
About Michelle Sanchez
Michelle Sanchez is a financial adviser based in Parkside, South Australia, with 18 years of experience in the financial services industry since 2008. Michelle is currently authorised under Goldsborough Financial Services. 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 The Flinders University of South Australia. 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
2000
Bachelor of Commerce
The Flinders University of South Australia
2009
Advanced Diploma of Financial Services ((Financial Planning)
Mentor Education
2010
Margin Lending and Geared Investments
Kaplan
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan