Michelle Willis Email and Phone Number
Everyone can benefit from the advice and guidance of a Financial Adviser.For those with modest means, even a one-or two-hour session with an Adviser can make a huge difference in your life.We all have different interests, financial means and lifestyle goals. I work with my client’s to set realistic financials goals and strategies that are achievable without compromising their lifestyle. This ensures the goals we set can be achieved.I also help clients through major life altering events or stages in life that can be a daunting if not a paralyzing task. These events come in many forms including a career transition, an inheritance, the sale of a business, a divorce, death of a spouse, and the pre and post-retirement stages of life.• Financial/Wealth Planning & Advice• Retirement Planning• Personal Superannuation• Personal Insurance & Wealth Protection• Centrelink Advice & Assistance
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Financial AdvisorChelsea Wealth Jan 2024 - PresentNewcastle, New South Wales, Australia -
Financial AdvisorJsa Group Jun 2021 - Dec 2023
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Financial AdviserPinnacle Financial & Investment Services Oct 2015 - May 2021130 Tudor Street Hamilton Nsw 2303I help clients through major life altering events or stages in life that can be a daunting if not a paralyzing task. These events come in many forms including a career transition, an inheritance, the sale of a business, a divorce, death of a spouse, and the pre and post-retirement stages of life. • Financial/Wealth Planning & Advice• Retirement Planning• Personal Superannuation• Personal Insurance & Wealth Protection• Centrelink Advice & Assistance -
Wrap Products Co-OrdinatorPinnacle Financial & Investment Services Jul 2010 - Oct 2015Account administration for Platinum Wrap account clients.Share and Managed Fund transaction processing.Submission of client information to Centrelink. -
Customer Service ManagerVision Newcastle 2007 - 2010Mount HuttonCustomer focused role to facilitate a smooth process for clients from mortgage submission to settlement of their loan.Developed and maintained professional communication networks with clients, lenders, solicitors and real estate agents to ensure positive outcomes.Administration of mortgage applications from submission to settlement.
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Branch ManagerNewcastle Permanent Building Society 1987 - 2005Branch Assistant - Newcastle Mall, New LambtonBusiness Development Officer - Head OfficeBranch Supervisor - Wallsend, Garden CityRelief Manager - Various LocationsAssistant Branch Manager - MayfieldBranch Manager - Lambton, King Street (Head Office), Jesmond
Michelle Willis Skills
Michelle Willis Education Details
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Newcastle High School
Frequently Asked Questions about Michelle Willis
What company does Michelle Willis work for?
Michelle Willis works for Chelsea Wealth
What is Michelle Willis's role at the current company?
Michelle Willis's current role is Financial Advisor at Chelsea Wealth Management.
What schools did Michelle Willis attend?
Michelle Willis attended Kaplan Professional, Newcastle High School.
What skills is Michelle Willis known for?
Michelle Willis has skills like Business Development, Banking, Mortgage Lending, Management, Sales, Customer Service, Loans, Credit Risk, Marketing, Account Management, Office Administration, Market Research.
Not the Michelle Willis you were looking for?
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Michelle Willis
Senior Communications Coordinator At Monash Art, Design And Architecture (Mada)Greater Melbourne Area1monash.edu -
Michelle Carroll
Milsons Point, Nsw -
1knox.vic.gov.au
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