Personal Qualifications, Memberships, Organisational Appointments:

• Graduate Diploma of Financial Planning, Kaplan Professional, Currently Studying
• Advanced Diploma in Financial Services (Financial Planning), KAPLAN
• Diploma of Financial Markets, Securities Institute of Australia

Melissa has 18 years combined experience in banking and finance, including funds management in Sydney.

She has worked closely with high net worth clients within a large boutique dealer group and varied clients within several major banks.

Her broad experience includes helping clients set and work towards their wealth creation and retirement goals, while ensuring their wealth is adequately protected.

Melissa has completed the Diploma in Financial Planning and as such is RG 146 compliant in the following areas:

• Deposit and payment products – basic deposit and non-basic deposit
• Investment life insurance products
• Life risk insurance products
• Managed investment products, including IDPS
• Retirement Savings Accounts (RSAs)
• Securities
• Superannuation