Melissa Gilbert
Financial Adviser
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About
Melissa Gilbert is an ASIC-registered financial adviser dedicated to helping Australians achieve their financial goals. With a career spanning over two decades, Melissa combines extensive industry knowledge with a genuine commitment to her clients' well-being. Melissa's qualifications include a Bachelor of Arts in Office Management from the University of Canberra, a Certificate in Financial Markets from the Securities Institute Australia (SIA), and a Diploma of Financial Planning from the Financial Planning Association of Australia (FPA). She is also a Certified Financial Planner (CFP) and holds accreditations in Margin Lending and Geared Investments, Listed Products (ASX ALPA), and Ethics and Professionalism in Financial Advice. Authorised to provide advice on a broad range of financial products, Melissa can assist you with superannuation, insurance, wealth management, and retirement planning. She is also qualified to provide advice on investment life insurance, life risk insurance, securities, derivatives, Retirement Savings Accounts, and government debt securities. • Superannuation advice • Retirement planning • Wealth management • Insurance advice • Investment strategies Ready to take control of your financial future? Contact Melissa today to schedule a consultation and discover how she can help you achieve your financial aspirations.
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Licence & Registration Details
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Frequently Asked Questions
What services does Melissa Gilbert provide as a financial advisor?
Melissa offers a comprehensive range of financial services, including superannuation advice, retirement planning, wealth management, and insurance solutions. She also provides advice on investment products, including securities and derivatives.
What are Melissa Gilbert's qualifications and experience?
Melissa holds a Bachelor of Arts in Office Management, a Certificate in Financial Markets, a Diploma of Financial Planning, and is a Certified Financial Planner. She also has accreditations in margin lending, listed products, and ethics, with over 20 years of experience in the financial services industry.
What can I expect during my first meeting with Melissa Gilbert?
During your initial consultation, Melissa will take the time to understand your current financial situation, your goals, and your risk tolerance. She will then develop a tailored financial plan to help you achieve your objectives.
How does Melissa Gilbert stay up-to-date with the latest financial regulations and industry trends?
Melissa is committed to ongoing professional development and regularly attends industry conferences and training sessions to stay informed about the latest changes in financial regulations and market trends.
What types of clients does Melissa Gilbert typically work with?
Melissa works with a diverse range of clients, including individuals, families, and businesses, who are seeking expert financial advice to help them achieve their short-term and long-term financial goals.
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