Melissa Kramer

Plan Protect Retire

Gold
11 Yrs Experience
Mil-Lel, SA 5291
I have been involved in the financial services industry for over 12 years and as a financial planner for nearly 10 years. I understand the challenges that regional and rural communities face in accessing quality financial advice. Having lived in a variety of places and then settling in the south east I appreciate the tranquillity of the rural lifestyle. My role is to guide clients to achieve their goals throughout the various stages of their financial future. With my clients taking control of their financial situation through education and mentoring with the offer of an ongoing support program.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Growing Assets
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualification
    • Bachelor of Arts
  • Language spoken
    • English

Plan Protect Retire

33 Peweena Rd
Mil-Lel, SA 5291

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Millennium3 Financial Services Pty Ltd

AFSL 244252

5.00
3 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—3 of 3

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5.00

"Mel assisted my wife and I in establishing a review and ongoing plan to manage our superannuation into retirement. We are very pleased with Mels capacity to walk us through the available options open to us. We are very comfortable with the advice offered and respect the knowledge and commitment Mel brings to the table."

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

"Melissa has helped me greatly on the understanding of my super and how it works to benefit me. Thanks Melissa."

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

"We have complete confidence in Melissa which puts us at ease regarding our finances and is always helpful when we require assistance"

  • Government Assistance
  • Retirement & Pension
  • Cashflow & Income
  • Socially Responsible
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

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

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Socially Responsible
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

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

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
ThreeSixty
Completed
2010

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
ThreeSixty
Completed
2013

Bachelor of Arts

Level
7 - Bachelor Degree
Institution
Deakin University
Completed
1997

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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