SPECIALISATION
Insurance
Insurance
Investment Advice
Investment
Advice
Retirement Planning
Retirement
Planning
Super
Super
UK Pension Transfers
UK
Pension
Transfers

Mel
Tull

Senior Financial Advisor
Warners Bay
New South Wales
IN THEIR OWN WORDS

Mel has extensive experience across the industry after work as a Certified Financial Planner for over 15 years, with prior experience spread across financial para/planning roles, client management and accounting. Mel enjoys making things that are complicated and difficult seem simple and straight forward. She truly loves to assist people in setting up their finances to work towards their goals by making a complicated financial, tax and super system work for them.

Mel provides both initial and ongoing financial advice tailored to reaching specific goals over time. She covers the advice areas of wealth accumulation, risk and insurance, cash flow and budgeting, superannuation, investment advice and portfolio management, redundancies and transition to retirement, retirement planning (including downsizing) and social security planning.

Mel is located in Warners Bay and works with clients through Lake Macquarie, Newcastle, Port Stephens and the Hunter area as well as further North.

Qualifications and Memberships

  • Bachelor of Commerce

  • Certified Financial Planner

  • Member of the Financial Advice Association Australia
SPECIALISATION
Insurance
Insurance
Investment Advice
Investment
Advice
Retirement Planning
Retirement
Planning
Super
Super
UK Pension Transfers
UK
Pension
Transfers
Mel has extremely good communication skills, she is very knowledgeable in her field, and she provides us with confidence and the understanding of our investments.
Sandra, 65+ years, Medowie, NSW
Mel was highly recommend to us by family and has proven to be of great assistance in improving our financial future. She as continually shown us various ways to improve our retirement strategies and increase our person financial future. Would highly recommend her to all friends and family.
Adrian, Maryland, NSW
Mel has given us a range of financial options, and has always been open to our ideas for a solution. She communicates in paperwork, in person with home visits and online, all of which suit our needs perfectly. She always gets back to us when we make an enquiry. We feel really secure in accepting her advice and have been very grateful for her services. Thank you Mel.
Ian, Anna Bay, NSW

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