Our team will work with you to assist with your wealth management, wealth accumulation, wealth protection and wealth transfer needs.
Our vision is to be able to offer quality, personalised, easy to understand advice to you, our client. It is to make sure that you are able to protect your hard earned wealth through appropriate insurances and grow your assets through sensible financial planning advice.
Authorised Representative
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Michelle, the founder of Feel Good Financial Planning, has been in the industry since 1997 and practicing as a financial adviser since 1999. She is an enthusiastic and caring adviser, specialising in risk advice, lifestyle planning, wealth creation and estate/succession planning. Michelle listens to her clients and understands what their needs and objectives are; and then address them in the most efficient and cost-effective manner. Michelle supports authentic ethical investing opportunities.
Michelle has received the 2019 Financial Services Partners Adviser of the Year Award and was a Finalist in the 2019 Woman in Finance Awards for Financial Adviser of the Year. She participated at the 2019 Professional Planners Best Practice Forum discussing the importance of mental health and vitality in running a successful business. Michelle is currently studying towards a Graduate Diploma in Financial Planning.
Michelle prioritises work-life balance and created a modern workplace based on the Scandinavian four-day-week model. She is supported by a forward-thinking and devoted team who extends the same respect and positive culture to our clients. She also volunteers in the community and is involved in sustainable fundraising projects.
Olivia has been working in the financial planning industry since 1999, specialising in risk insurance; and has achieved outstanding results with management of insurance claims for our clients. She is also passionate to find the most cost-effective insurance solutions for our clients, whilst achieving maximum protection in their unique circumstances.
Olivia’s aptitude for numbers and problem-solving skills set her apart from many others in the industry. This quality is what makes her ideal in her role as Senior Paraplanner and designing superannuation and investment strategies to help our clients achieve their goals and objectives. This role also requires Olivia to apply her specialist understanding of tax law. Olivia combines her skills with excellent customer service; and a strong business acumen in her extended role as Practice Manager.
She is a proud mum of two girls and enjoys spending time with her family and friends.
Alison joined the financial planning industry in 1999 after a successful career as a general insurance broker. She has since held various roles and gained extensive experience in client service. Alison is passionate to help clients resolve any questions they may have. She is always finding ways to make a difference within the Feel Good Financial Planning workplace and strives to make our team more efficient and effective.
Alison is responsible for implementing the financial advice we provide, the administration of investment portfolios, management of client information and oversees our compliance with industry legislative requirements.
Alison enjoys travel, going to the gym and spending time with family and friends.
