Michelle Heffernan, CFP®

Name Michelle Heffernan CFP®
Company Apt Wealth Partners Pty Ltd
Address Level 8, 360 Collins Street
Melbourne, VIC 3000

Michelle has 15+ years of experience in the
financial services industry.
Michelle’s qualifications include a Bachelor of Commerce
majoring in Economics and an Advanced Diploma of
Financial Planning. Michelle is also a Certified Financial
Planner® with the Financial Planning Association of
Australia (FPA).
As an Authorised Representative of Apt Wealth Partners
Pty Ltd (Apt Wealth Partners), Michelle is able to assist
clients in the areas of:

Tax-effective investment strategies
Superannuation strategies
Retirement planning
Centrelink entitlements
Direct equities
Salary packaging
Margin Lending
Self Managed Superannuation Funds
Life insurance (life, TPD, trauma,
income protection, business expenses)
Estate planning

Michelle is committed to building long-term personal relationships
with clients by providing them with appropriate
professional advice and personal ongoing service.
Outside of the office, Michelle has two boys and
enjoys keeping active with them.

Contact Details:
t 03 8779 5254
Level 8, 360 Collins Street
Melbourne VIC 3000

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