Head of Advice
Michelle has worked in the Financial Planning profession since 1999.
Michelle has had a broad career ranging from an Adviser, Regional Manager at Westpac Bank, Practice Transitions Manager, Practice Principal and a Responsible Manager of an AFSL. This breadth of experience enables Michelle to have a good understanding of the advisers and practice principals day to day activities and requirements together with a commercial lens on the licensee’s governance obligations.
As the Head of Advice at SGN Financial, Michelle’s role is to work with the RMs, CEO, Compliance Team and Practice Principals to review, develop and implement; policies, compliance requirements, risk management and best practice across the network. Michelle is a Certified Financial Planner and is currently studying a Post Graduate Diploma in Financial Planning.
Michelle and her husband Adrian live in rural Victoria with their twin boys Aiden and Liam.