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Melissa Sinclair

Midcoast Financial Planning Group

Silver
19 Yrs Experience
Tuncurry, NSW 2428

At Midcoast Financial Planning Group we work with you along the way on life’s journey. Whether you are getting married, starting a family, embarking on the trip of a lifetime or planning to enjoy your years after work, we can help. We have offices based in Taree, Forster-Tuncurry and Port Macquarie or will travel to service the wider area including Newcastle and Maitland.

Melissa has been working in the financial planning industry since 2007 and has extensive experience in

helping people plan for and enjoy their retirement.

QUALIFICATIONS

Diploma of Financial Planning

MEMBERSHIPS AND ASSOCIATIONS

Authorised Representative of RI Advice Group Pty Ltd

Financial Planning Association of Australia Member

PERSONAL INTERESTS

Melissa and her husband Jade are raising their three children on a six-acre property in Bulahdelah. Outside of work, she enjoys spending time with her family, travelling and exploring the outdoors.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients.

 Get in touch

At a glance

  • Adviser status Silver
  • First year providing advice 2007
  • Years of experience 19
  • Highest qualification
    • Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Midcoast Financial Planning Group

Suite 12, Level 1, 60 Manning St
Tuncurry, NSW 2428
225-227 Victoria St
Taree, NSW 2430

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

RI Advice Group

AFSL 238429