Michelle Flanagan CFP®

Michelle Flanagan CFP®

About Me

Michelle has a deep passion for creating easy financial lives for all her clients, so they can spend more time doing the things they love with their family and friends. Her enthusiasm is key to helping her clients to commit every day to achieving their goals.

Michelle is a reliable and trusted adviser with 20 years plus in the industry. As a previous business owner, she has a depth of knowledge and Profile business acumen that really assists clients in problem-solving in today’s ever-changing world. Her clients come from a broad background including accumulators, retirees, professional women, and family groups.

Michelle is a proud member of The Wealth Designers team and a champion of the ethos of living well. She takes pride in delivering advice that is always in the best interest of her clients.

Michelle is a Certified Financial Planner (CFP®). Her career has been built from the grass roots up, moving from university into an Australian Financial Services Licence before technology was a driving force in the industry. A sidestep into an Advisory business saw her take on career roles including Practice Manager, General Manager and Company Director. With the encouragement of her peers, utilising her strong relationship building skills and overall financial planning knowledge, she became a successful Financial Planner.

Michelle was an integral part of the leadership team that helped her previous business be awarded IFA Best Practice in 2006. This led to her being recognised by industry peers and be a driving force at The Wealth Designers, where she is part of the leadership team ensuring the best practice ideas and innovations are implemented. In 2023, Michelle was recognised as a Finalist in the IFA Excellence Awards for Holistic Adviser of the Year.

Michelle joined The Wealth Designers in 2020 and heads up the business on the east coast of Australia.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 21 Years
  • Licensed By
    Licensed By Twd Licensee Services Pty Ltd
CERTIFIED FINANCIAL PLANNER®