Melissa Esmond
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Adviser Assistant – Undertaking Professional Year Supervisor: Ashley Sim (AR# 001248362)
I enjoy working under the guidance of my supervisor to help clients develop strategic plans to achieve financial success at all stages of their lives.
Melissa’s career commenced with Morgans Mackay in July 2019 as a Customer Service Officer. Melissa undertook her study through Kaplan Professional while working and graduated in 2023 with a Graduate Diploma in Financial Planning. Melissa is currently working through the Professional Year Adviser Program under the supervision of Ashley Sim.
Investment Style
With a focus on client services, Melissa enjoys assisting other advisers to create effective strategies to secure positive long term financial outcomes for clients.
Services and Specialties
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Qualifications and Professional Affiliations
Graduate Diploma of Financial Planning
Associations
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Competencies
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