Michelle provides tailored financial solutions for high net worth clients and their families, drawing on more than two decades of experience in both Australian and international financial markets.
Michelle joined Ord Minnett Private Wealth in 2015, following roles as a Private Client Adviser with Perpetual Private and UBS Wealth Management Australia, where she provided sophisticated, holistic advice to high net worth individuals and business owners with complex financial needs. Michelle excels at managing intricate financial landscapes, ensuring her advice encompasses her clients’ total financial interests, extending beyond mere investments.
As a trusted adviser, she focuses on protecting and growing her clients’ wealth through strategic and investment solutions. Michelle specialises in areas such as asset protection, optimal asset structuring, succession planning for businesses and families, access to sophisticated investment strategies, contingency planning for illness, and effective debt structuring and cash flow management.
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