Melody Edwards

Evalesco Financial Services Pty Ltd

Gold
13 Yrs Experience
Sydney, NSW 2000
I like to help people make smart choices about money and their future, I like exploring strategies and educating clients but most of all I love empowering them to take control, to remove the worry and live their lives to the fullest.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 10
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Evalesco Financial Services Pty Ltd

Suite17.03, Level 17, 20 Bond St
Sydney, NSW 2000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Australian Advice Network Pty Ltd

AFSL 472901

4.95
10 Reviews
5
4
3
2
1
4.90
Clear communication
4.90
Knowledge & expertise
4.90
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 10

Sort by

5.00

"I always leave my meetings with Melody and Marshall feeling reassured my finances are being managed effectively. I have trust in Mel and her team."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Small Business Advice
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I always leave my meetings with Melody feeling reassured my finances are being managed effectively. I have trust in Mel and her team."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We've known Melody since she used to work with Sally Mount and have always found her most friendly ,helpful and knowledgeable ."

  • Government Assistance
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Very knowledgeable and thoughtful approach to helping achieve my goals. Melody demonstrates that there is thorough preparation for meetings with clear presentation of plans to achieve my financial objectives. I really enjoy working with Melody and would recommend as an advisor."

  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Melody has been my adviser now for the past 10 years plus and I have always found her a pleasure to deal with. She has always been extremely helpful with investment ideas and strategies and if you need tax advice, she can certainly help you with that too. I would certainly recommend Melody to anyone who wants to deal with an excellent, honest and trustworthy financial adviser."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Melody responds very quickly to any queries or concerns. She has a great personality and I consider her a friend as well as an adviser. I have confidence in her."

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

"Melody has been managing my Supper fund for a few years and I am very happy with her service. I trust Melody and her team in looking after my supper fund."

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

"We have known Melody for a number of years and always found her honest reliable and to help us in any situation where our life has changed from building our super to now in retirement. Regards Judy and Ray"

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

"We are very satisfied with the service that Melody has provided. She is always available to discuss any issues and give advice as needed Thank you Melody Kind Regards Sam & Kay"

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Melody has, in addition to designing and managing my investments in a way that responds well to my stage of life, provides some really practical above and beyond services that make managing my tax and finances very easy"

  • Government Assistance
  • Aged Care
  • Socially Responsible
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 10

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Australian Securities Exchange Securities

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2014

Margin Lending

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2012

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2010

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2016

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2014

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member

Financial Services Institute of Australasia (FINSIA)

Membership type
Practitioner Member
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