Jon Melloy

Melloy Wealth Management

Gold
7 Yrs Experience
Ashgrove, QLD 4060

Jon is part of a rare breed of truly independent financial advisors in Australia. He has been accredited by the Profession of Independent Financial Advisors (PIFA) and proudly practices the Gold Standard of IndependenceTM. Jon also holds a seal of approval from the Certified Independent Financial Advisors Association (CIFFA) which underscores his unwavering commitment to removing conflicts of interest and getting the best outcome for his clients.

Expertise

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Fees start from $350 per hour and increase based on the complexity of the advice and the amount of assistance that you need from me. I offer a cost and obligation-free phone call to learn about your situation, see how I can help and provide an estimate of fees.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2017
  • Years of experience 7
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Melloy Wealth Management

Level 1, 240 Waterworks Rd
Ashgrove, QLD 4060

Opening hours

  • 8:00am – 4:00pm Monday – Thursday
  • 8:00am – 1:00pm Friday

Meeting methods

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

Licensed by

Independent Financial Advisers Australia Pty Ltd

AFSL 464629