Michelle Tate-Lovery

Michelle is a nationally recognised multi award winning Certified Financial Planner® (CFP®), which is the highest qualification in the financial planning industry.
In her 30 years in the financial services industry, specialising in financial advice for health professionals, Michelle Tate-Lovery has carved out an outstandingly successful career and is a nationally recognised multi award winning Certified Financial Planner® (CFP®).
Michelle has been awarded:

Entry into the Most Trusted Advisers Network August 2014, 2015, 2016, 2017, 2018
Entry into the FSPower 50 – The 50 most influential advisers in Australia, 2019, 2018 & 2017
2014 Finalist Woman of the Year – Money Management
2013 Mentor of the Year Award – Money Management and Super Review Inaugural
2012 Financial Planner of the Year Award – Money Management
FPA 2012 Best Practice Award State Winner CFP Professional Category
FPA 2012 Best Practice National Winner CFP Professional Category

Michelle was also a finalist for Woman of the Year – Money Management and Super Review 2014 and 2013 and was also a top 6 Finalist of the AFA Adviser of the Year Award 2012 and the inaugural AFA Female Excellence in Advice Award 2011.

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WEBINAR
December 8, 2020
This webinar explores the day to day impact on running a financial planning business during COVID-19, how the expectations of clients have changed and have been managed, the lessons learned and how to prepare for the expected future changes to the financial planning industry post COVID-19