Michelle Tate-Lovery CFP®
About Me
Michelle is a 3 decade + experienced Financial Adviser and is nationally awarded. Michelle has received the Distinguished Service Award from the FPA and is appointed Fellow of the FPA (now FAAA). Michelle provides general advice around life planning and specialises in helping/coaching people who are needing to navigate major change in their lives. Michelle assists individual clients and those who are in small business, with financial literacy and financial organisation. Michelle also uses her skills to assist financial planners with succession planning.
Areas of Focus
- Aged care
- Cashflow management
- Divorce
- Employment changes
- Estate planning
- Retirement
- SME advice
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Years of Experience 36 Years
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Licensed By Cobalt Advisers Pty Ltd