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