Michelle Heffernan

Melbourne

Advisor - Investment Advisory Services

Investment Advisory Services

   +61 3 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...

Investment Week In Review - 12 December 2016

12th December 2016

Michelle Heffernan

.... News in Review * Oil prices jumped up last week when OPEC agreed to curb production but commentators were quick to caution that this prod...

Investment Week In Review - 21 November 2016

21st November 2016

Michelle Heffernan

.... News in Review * Employment in Australia decreased in October 2016 by 1,000 to 11,946,600 persons. This slight fall in employment reflect...

Investment Week In Review - 31 October 2016

2nd November 2016

Michelle Heffernan

.... News in Review * The US economy grew at its fastest pace in two years in the September quarter as a surge in exports and a rebound in inv...

Investment Week In Review - 3 October 2016

3rd October 2016

Michelle Heffernan

.... News in Review * OPEC struck a deal to limit crude output at its policy meeting in November. This is the first time in over 8 years that ...

Investment Week In Review - 29 August 2016

29th August 2016

Michelle Heffernan

.... News in Review * US Federal Reserve Chair Janet Yellen signalled that the bank is ready to raise rates again in the US, perhaps as early ...

Investment Week In Review - 8 August 2016

15th August 2016

Michelle Heffernan

.... News In Review * As was widely expected by both economists and the market, the RBA cut its policy rate by 25 basis points to 1.50%, with ...

Investment Week In Review - 18 July 2016

18th July 2016

Michelle Heffernan

.... News In Review * Malcolm Turnbull was announced as our Prime Minister, with the Coalition claiming 76 seats and Labor 68 seats in the Hou...

Investment Week In Review - 27 June 2016

27th June 2016

Michelle Heffernan

.... News In Review * The UK voted to leave the European Union, with the vote capturing approximately 52% of the populace. * After six years ...

Investment Week In Review - 6 June 2016

6th June 2016

Michelle Heffernan

.... News In Review * Australia’s growth in real GDP in the first quarter of calendar 2016 proved much stronger than what the market had ant...

Investment Week In Review - 16 May 2016

16th May 2016

Michelle Heffernan

* US retail sales data showed a strong rise of 1.3% in April from a month earlier.  The data also highlighted a shift from department stores (...

Investment Week In Review - 9 May 2016

16th May 2016

Michelle Heffernan

.... News in Review * The RBA cut its official cash rate to 1.75% in response to the underlying inflation rate dropping to a weaker than expec...

Investment Week In Review - 18 April 2016

26th April 2016

Michelle Heffernan

.... News in Review * Australian new housing finance lifted 3.8% over March, with a rebound in investor finance contributing to the relatively...

Investment Week In Review - 29 March 2016

29th March 2016

Michelle Heffernan

.... News in Review * As news broke of the horrific terrorist attacks in Belgium, equity indices began to slide as safe haven assets (treasuri...

Investment Week in Review - 15 March 2016

15th March 2016

Michelle Heffernan

.... News in Review * The European Central Bank cut all three of its interest rates and expanded its asset-buying program on Thursday, deliver...

Investment Week in Review - 7 March 2016

7th March 2016

Michelle Heffernan

.... News in Review * Super Tuesday in the US (Primary Elections) saw the Presidential race narrow its focus to Clinton and Trump, with Trump ...

Investment Week in Review - 8 February 2016

8th February 2016

Michelle Heffernan

.... News in Review * The Reserve Bank of Australia (RBA) left the cash rate unchanged at 2%, with the accompanying statement continuing to in...

Investment Week in Review - 18 January 2016

18th January 2016

Michelle Heffernan

.... News in Review * The Australian unemployment rate improved by 0.1% to 5.8% during the month of December. Full time employment rose by 17,...


Services & Specialisations

Investment Advisory Services

Investment Advisory Services

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