Michelle's Specialties

  • Consolidating Super
  • Self Managed Super Funds
  • Wealth Accumulation
  • Personal Risk insurance
  • Investing a lump sum
  • Reducing tax liability
  • Business Succession Planning
  • Pre-Retirement Planning

Michelle Roberts, Adviser

Authorised Representative Australian Unity Personal Financial Services.

A highly experienced Financial Adviser, Michelle possesses a wealth of knowledge on all matters relating to personal and business financial planning.  

Michelle has assisted many of her clients implement strategies for building wealth, protecting their wealth and averting financial disaster.

Michelle provides top level financial advice to clients who need guidance on investments, superannuation, wealth creation and protection. Her clients have greatly benefited from her advice and there’s no doubt that Michelle and her staff always have their clients’ interests and financial wellbeing as their highest priority,”

Michelle specialises in helping clients navigate the complex area of Personal Risk Insurance, ensuring that personal tragedy does not also result in financial catastrophe. Michelle has a Bachelor of Business (Prop) and an Advanced Diploma of Financial Services (Financial Planning).

"The best part about my job is helping people. Our practice is very client focused and your financial well-being is our highest priority. We can assist you in building your nest-egg and protect it in case the unexpected happens." - Michelle Roberts.

What Michelle's clients say about her....

"Michelle is highly skilled and experienced in many products.  She is a great communicator and her PA (Fiona) is also very friendly and a great communicator.  I recommend her regularly to my personal and business contacts.  I trust her and  I trust the advice she gives me." 
Chris & Scott

"Michelle is fantastic, knowledgeable, professional, friendly and understanding to boot."
Adam & Emmeline Rowe

"Michelle and her team at BCV Financial Services have been fantastic. We could not ask for a more professional service, their financial advice has been both extensive and personalised to our needs. We will be continuing to work with Michelle and BCVFS for all our financial decisions in the future."
Tom Brown & Anna Huggins

Access Your Free Consultation

Michelle is currently offering free introductory consultations. Make the most of this opportunity and access your free consult today.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form

**DISCLAIMER**This video has been created by BCV Financial Solutions,  and does not represent legal, tax, financial, or personal advice and should not be relied on as such. Michelle Roberts is an Authorised Representative of Australian Unity Personal Financial Services Limited (AUFP) ABN 26 098 725 145, AFSL 234459. Any advice in this document/video is general advice only and does not take into account the objectives, financial situation or needs of any particular person. before acting on this advice your should consider the appropriateness, of this advice in light of your own circumstances. Past performance is not indicative of future performance. You should obtain financial advice relevant to your circumstances before making investment decisions. Whilst every care has been taken in its preparation, BCVFS and its related bodies corporate make no representation as to its accuracy or completeness.