Financial Advice Association Australia (FAAA)
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.