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.
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.
Melissa has helped me greatly on the understanding of my super and how it works to benefit me. Thanks Melissa.
We have complete confidence in Melissa which puts us at ease regarding our finances and is always helpful when we require assistance
- Adviser status Gold
- Number of reviews 3
- First year providing advice 2011
- Years of experience 12
- Bachelor of Arts
Plan Protect Retire33 Peweena Rd
Mil-Lel, SA 5291
- 9:00am – 5:00pm Monday – Friday
Millennium3 Financial Services Pty Ltd