Michelle is an accomplished financial services professional, bringing extensive experience and expertise to her role. At Prime she showcases her advisory skills, technical and compliance expertise, and passion for mentoring and training.
Her knowledge and qualifications include a Bachelor of Business (Accounting) and accreditation as a Certified Financial Planner®. Michelle's previous roles as a Private Client Adviser have allowed her to develop comprehensive strategic advice for high net worth individuals and families.
Michelle works closely with the General Manager of Wealth on various projects aimed at improving business efficiency. She is a member of the Primestock Securities Ltd Compliance Committee and provides valuable guidance to the Wealth team in meeting their duties and obligations, while upholding ethical standards.
Michelle's passion for financial services, her in-depth knowledge, and her ability to collaborate with clients and other professionals make her an invaluable member of the Prime team.
