Meet Michelle Roberts

I have been working in the financial planning industry since 1987 and have a comprehensive understanding of clients' financial planning needs. I moved to the Southern Highlands in 1998 and have been with Bridges Bowral since 2004, initially as a staff member and more recently as the business owner and branch manager.

I hold an Advanced Diploma in Financial Services (Financial Planning), am a Justice of the Peace and a member of the Association of Financial Advisers.

I enjoy the challenge of developing financial strategies that assist people in achieving their financial goals and that helps to educate those interested in building their wealth. I deal with a wide range of clients across many age groups and life stages. I pride myself on developing excellent working relationships with all clients and will not confuse people with industry jargon.

I'll assist you in taking control of your financial future by developing a tailored strategy to suit your personal needs. My areas of expertise include tax-effective investment strategies, superannuation strategies including SMSF's, retirement planning, Centrelink entitlements, salary packaging, life insurance needs, estate planning and aged care advice. I am also able to offer a direct share trading service.

When not working, I enjoy being involved in fitness activities, I have an interest in old cars and motorbikes, occasionally read a novel and of course I value quality time with family and friends.

Client Testimonials

  • G & R Body
    "It is with pleasure that I hear that Mrs Roberts has taken ownership of the Bowral branch of Bridges Financial Services. I have used Michelle's …  Read more

  • T Frank
    "I have been told by Michelle Roberts that she is now the owner of the Bowral office of Bridges Financial Services. As Michelle's employer for se…  Read more

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latest news from bridges

  • Ageing and aged care in Australia

    The number of people aged 65 and over in Australia is projected to more than double, to 8.8 million, over the next 40 years1. This will undoubtedly increase the need for aged care in the community and put pressure on families and Government funding.

  • Estate planning for overseas assets

    With one in four Australians born overseas and almost half of us with a parent born overseas1, it makes sense that you or your family may have a home or other assets located outside Australia. While this is positive for your overall wealth it may impact your estate plan.

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