Michelle Willis

Michelle Willis Email and Phone Number

Financial Advisor at Chelsea Wealth Management @ Chelsea Wealth
Michelle Willis's Location
Greater Newcastle Area, Australia
About Michelle Willis

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

Michelle Willis's Current Company Details
Chelsea Wealth

Chelsea Wealth

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Financial Advisor at Chelsea Wealth Management
Michelle Willis Work Experience Details
  • Chelsea Wealth
    Financial Advisor
    Chelsea Wealth Jan 2024 - Present
    Newcastle, New South Wales, Australia
  • Jsa Group
    Financial Advisor
    Jsa Group Jun 2021 - Dec 2023
  • Pinnacle Financial & Investment Services
    Financial Adviser
    Pinnacle Financial & Investment Services Oct 2015 - May 2021
    130 Tudor Street Hamilton Nsw 2303
    I 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
  • Pinnacle Financial & Investment Services
    Wrap Products Co-Ordinator
    Pinnacle Financial & Investment Services Jul 2010 - Oct 2015
    Account administration for Platinum Wrap account clients.Share and Managed Fund transaction processing.Submission of client information to Centrelink.
  • Vision Newcastle
    Customer Service Manager
    Vision Newcastle 2007 - 2010
    Mount Hutton
    Customer 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.
  • Newcastle Permanent Building Society
    Branch Manager
    Newcastle Permanent Building Society 1987 - 2005
    Branch 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

Business Development Banking Mortgage Lending Management Sales Customer Service Loans Credit Risk Marketing Account Management Office Administration Market Research Superannuation Retirement Planning Wealth Management Financial Planning Financial Services Insurance Personal Insurance Income Protection

Michelle Willis Education Details

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.

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