Michelle Summers Email

Director @ Director Summers & Associates Private Wealth Management trading as HB Financial

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Michelle Summers's Location

Sydney, NSW, AU

Michelle Summers's Work

Director @ Director Summers & Associates Private Wealth Management trading as HB Financial
Senior Financial Planner @ Guild Group
Senior Financial Planner @ Centric Wealth

Michelle Summers's Education

University of Sunshine Coast
Masters of Financial Planning (Financial Planning)
2002 - 2005
Aged Care Steps
Accredited Aged Care Professional (Financial Planning and Services)
2017 - 2017
TAFE NSW
Associate Diploma in Business (Accountancy)
1990 - 1992

RMIT University
Dip FP (Financial Planning)
1993 - 1997

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Michelle Summers's Skills

Superannuation
Strategic Financial Planning
Retirement Planning

Wealth Management
Estate Planning
Wealth
Relationship Management
Finance
Accounting
Pensions

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Michelle Summers's Summary

Michelle Summers, based in Sydney, NSW, AU, is currently a Director at Director Summers & Associates Private Wealth Management trading as HB Financial , bringing experience from previous roles at Guild Financial Services and Centric Wealth. Michelle Summers holds a 2002 - 2005 Masters of Financial Planning in Financial Planning @ University of Sunshine Coast. With a robust skill set that includes Superannuation, Strategic Financial Planning, Retirement Planning, Wealth Management, Estate Planning and more, Michelle Summers contributes valuable insights to the industry.