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.
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