Melissa Esmond
Financial Adviser
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About
Melissa Esmond is an ASIC-registered financial adviser based in Mackay, Queensland, dedicated to helping clients achieve their financial goals. Melissa holds a Graduate Diploma of Financial Planning from Kaplan (2023) and is committed to providing tailored financial advice to individuals and families in the Mackay region. Her qualifications ensure she is well-equipped to provide expert guidance in a range of financial areas. As an authorised financial adviser, Melissa can provide advice on superannuation, wealth management, securities, and government debt securities. She takes a client-centric approach, ensuring she understands your unique circumstances and aspirations before developing a personalised financial plan. Key services offered include: • Superannuation advice and planning • Wealth management strategies • Investment advice (securities and government debt securities) • Retirement planning • Personalised financial planning Ready to take control of your financial future? Contact Melissa today to schedule a consultation and discuss how she can help you achieve your financial objectives.
Specialisations
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Melissa Esmond offer?
Melissa Esmond provides advice on superannuation, wealth management, securities, and government debt securities. She can help you with retirement planning, investment strategies, and overall financial planning.
What qualifications does Melissa Esmond have?
Melissa Esmond holds a Graduate Diploma of Financial Planning from Kaplan, obtained in 2023.
What is the process of working with Melissa Esmond?
The process begins with an initial consultation to understand your financial situation and goals. Melissa will then develop a personalised financial plan tailored to your needs. Regular reviews and adjustments will be made to ensure your plan remains aligned with your objectives.
How can wealth management advice from Melissa Esmond help me?
Melissa can help you grow and protect your wealth through strategic investment planning, asset allocation, and ongoing management of your portfolio. She'll create a plan to help you achieve your long-term financial goals.
What should I expect from my first meeting with Melissa?
During your first meeting, Melissa will gather information about your current financial situation, your goals, and your risk tolerance. She'll explain her services and how she can help you achieve your financial objectives. You'll have the opportunity to ask questions and discuss your concerns.
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