Michelle Steffensen
Private Wealth Adviser & Director
Michelle is a highly experienced financial adviser with over 25 years of expertise in wealth management. As one of the Founding Principals of The Private Wealth Collective, she specialises in delivering comprehensive financial strategies for families, high-net-worth individuals, and business owners. Based in Brisbane, Michelle works with clients across Australia, providing tailored solutions to meet their individual financial needs.
Known for her technical expertise and personalised approach, Michelle builds strong, trust-based relationships with her clients. She is committed to delivering objective, strategic advice that empowers clients to make well-informed financial decisions, ensuring their financial strategies align with both their immediate needs and long-term aspirations.
With a wealth of experience in investment management, retirement planning, risk management and aged care advice, Michelle takes a holistic approach to financial planning. She is dedicated to helping clients achieve financial security while confidently navigating complex financial landscapes.
A Certified Financial Planner (CFP) and member of the Financial Advice Association Australia (FAAA), Michelle also holds a Diploma in Financial Planning, reflecting her commitment to professional excellence and ethical financial advice.