Michelle
Ho

Michelle believes great financial advice starts with understanding. When clients feel heard and supported, they are better placed to make confident decisions when it matters most.

She joined the financial planning profession in 2016, following a career across banking, treasury and risk management. Her experience across both technical and client-facing roles has shaped a disciplined and thoughtful approach, with a strong understanding of how financial decisions affect individuals and families at different stages of life.

Michelle works with clients who have complex financial arrangements, as well as families building and protecting their wealth. Her focus is on helping clients navigate significant financial decisions with clarity, confidence and long-term perspective.

Fluent in Vietnamese and English, Michelle communicates financial concepts in a clear, accessible and culturally aware way. She is passionate about financial education and empowering multicultural communities, and values helping clients feel confident and at ease when navigating important financial decisions.

Qualifications and memberships

• Master of Commerce (Banking and Finance)
• Bachelor of Commerce (Economics and Finance)
• Graduate Diploma of Financial Planning
• Advanced Diploma in Financial Planning
• Member of the SMSF Association Australia
• Member of the Financial Advice Association Australia

Service areas