Melinda Planken

Muirfield Financial Services Pty Ltd

Silver
14 Yrs Experience
Newtown, VIC 3220
http://www.muirfieldfs.com.au/

Expertise

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Expat Finance
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients.

Fees are discussed with clients during our first appointment and will be based on the areas of advice we can assist you with. Aged Care Advice is charged at an hourly rate of $330. However we do provide a 30min complimentary consultation to provide a general understanding of fees. We are happy to detail this advice offering over the phone.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Muirfield Financial Services Pty Ltd

Suite 3, 400 Pakington St
Newtown, VIC 3220

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Muirfield Financial Services Pty Ltd

AFSL 243287

5.00
2 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—2 of 2

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5.00

"We are very confident with Melinda's professionalism and advice. We would recommend her to anyone seeking financial advice."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My wife and I have known Melinda for two years since being introduced to her by our Accountant in Geelong. We were seeking an advisor who understood our particular retirement goals and from the first meeting with her, we decided to place our complete financial future and trust in her hands. We have not been disappointed. By getting close to her clients, Melinda displays maturity and professionalism second to none. I have over 40 years experience in banking, where I became familiar with financial planning, and I chose her above investing with my previous employer. I cannot rate her highly enough."

  • Government Assistance
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

ASIC RG146 Compliance (Margin Lending)

Level
0 - Training / Exam / Other
Institution
Financial Education Professionals
Completed
2018

Accredited Aged Care Specialist

Level
0 - Training / Exam / Other
Institution
Aged Care Steps
Completed
2014

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2011

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Deakin University
Completed
2008
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