Michelle Heffernan

Melbourne

Advisor - Investment Advisory Services

Investment Advisory Services

   +613 8610 5364

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Professional Background

Michelle is an Advisor in the Investment Advisory practice of Pitcher Partners. She joined the firm in 2010, gaining experience prior to this with the financial planning firm Professional Investment Services. 

Michelle is responsible for providing financial planning, investment advisory, investment management and portfolio administration services to private client, family groups, personal superannuation funds and not-for-profit organisations. 

Industry Experience

  • Investment structuring
  • Risk profiling
  • Strategic asset allocation
  • Portfolio construction
  • Investment analysis
  • Investment selection
  • Retirement planning
  • financial planning
  • Self managed super funds

Memberships & Qualifications

  • Member of Financial Planning Association
  • Advanced Diploma of Financial Planning (Kaplan)
  • Bachelor of Commerce (Economics) (Monash University)
  • Certified Financial Planner (Financial Planning Association)

Articles Published

Investment Week in Review - 10 April 2017

10th April 2017

Michelle Heffernan

.... News in Review .. US * US President Trump and China’s President Xi Jinping met for a two day summit and agreed to develop a 100 day pl...

Investment Week in Review - 20 March 2017

20th March 2017

Michelle Heffernan

.... News in Review .. Global * The meeting of the G20 leaders showed strong agreement in the areas of cooperation on foreign exchange in ord...

Investment Week in Review - 20 February 2017

20th February 2017

Michelle Heffernan

.... News in Review .. Australia * 13,000 jobs were added to the Australian economy in January beating market expectations of 10,000 as the u...

Investment Week in Review - 30 January 2017

30th January 2017

Michelle Heffernan

.... News in Review .. US * The American economy grew at an annualised pace of 1.9%, which was slightly lower than the expected 2.6%. Trump r...


Services & Specialisations

Investment Advisory Services

Investment Advisory Services

The investment advice and wealth management market is a difficult one to negotiate. There ...

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