Michelle Jensen
ASIC Registration Number: 000400619 ASIC Registration Number: 001306566 ASIC Registration Number: 001259567“I listen to my clients to get a full understanding of their goals and objectives so we can work together to reach their financial dreams.
Because I don’t want to see people struggle, money should work for a client not the other way around. I am passionate about assisting people in living their best lives and exceeding their financial dreams.”
Qualifications:
- Bachelor of Commerce – major in Financial Planning
- Cert IV Financial Services
Five Minutes With…
“I joined the finance world aged 23, as a Customer Service Officer with the Commonwealth Bank in Manly, Sydney. I wanted to gain a better insight into finance and be able to help others with their goals and objectives.
More recently I decided to study a Bachelor of Commerce with a major in financial planning to build on my banking background of over 15 years with some of the top ASX200 banks.
I have extensive experience in all facets of retail banking from entry level to management. My studies have helped me delve more into investing, economics, sustainability, and international trade.
My current role has further expanded my knowledge around investment, SMSF, property and insurance. Being able to speak with clients about what drives their financial objectives and working on strategies to achieve this – without adding stress to their lives – is one of the main passions I have in my role. I love offering new clients an understanding of what they need to do to achieve their goals without making it seem complicated or unachievable. I love what I do and hope to help as many clients as I can turn their goals and dreams into a reality.
Outside of work, running and keeping fit is my absolute passion. I love living a beachside lifestyle with my family and making my kids laugh every day.”