Melissa Esmond
Financial Planner
I strive to build long-term relationships with clients through a holistic, client focused approach. I am committed to helping clients achieve financial success at every stage of life.
Melissa came from a background of banking and lending with over 6 years' experience in the industry prior to beginning her career with Morgans Mackay in July 2019 as a Customer Service Officer. While working, she completed her studies at Kaplan Professional and graduated in 2023 with a Graduate Diploma in Financial Planning.
Investment Style
Melissa enjoys assisting clients in creating effective strategies to secure positive long-term financial outcomes. Her approach is client-centric,ensuring that each financial plan is tailored to meet the unique needs and goals of her clients.
Services and Specialties
Financial Planning
Stockbroking
Investment Advice
Superannuation Advice
Wealth Management
Retirement and Estate Planning
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Graduate Diploma of Financial Planning
Certificate IV in Financial Services (Finance/Mortgage Broking)
Commissioners for Declarations
Associations
Financial Advice Association Australia (FAAA)
Competencies
Financial Planning
Generic
Securities
Managed Investments
Superannuation
I am employed by Astute Investment Advice Pty Ltd which operates the business of Morgans Financial Limited - Mackay. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.
