Team / Michelle Willis

Michelle Willis

Michelle commenced working in finance as a Cashier in 1987 with one of Australia’s largest customer-owned banking institutions. She then progressed to Branch Manager and eventually moved into the Financial Planning profession 14 years ago.

Michelle enjoys getting to know her clients and building a professional relationship which enables her to tailor individual strategies for them and set realistic time frames.

Below is a copy of our Financial Services Guide, our Schedule of Fees and Michelle Willis’ Adviser Profile for your information.

Financial Services Guide