Melissa Lewis
Financial Adviser
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About
Melissa Lewis is an ASIC-registered financial adviser dedicated to helping clients in Milton, QLD, and across Australia achieve their financial goals. With a strong academic foundation, including a Business degree (Accounting) from the University of Southern Queensland (1992), Financial Planning qualifications from Deakin University (2003) and Kaplan Professional (2023), and a Management qualification from Central University Australia (2015), Melissa combines extensive knowledge with practical experience. Further enhancing her expertise, Melissa has achieved the Certified Financial Planner designation from the FAAA (2024) and a Masters of Financial Planning from Kaplan (2024). As a member of the Financial Advice Association of Australia (FAAA), Melissa adheres to the highest ethical and professional standards. She is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Melissa is committed to providing tailored financial advice that meets each client's unique needs and circumstances. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Advice Ready to take control of your financial future? Contact Melissa Lewis today for a consultation.
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Frequently Asked Questions
What services does Melissa Lewis offer?
Melissa Lewis provides a comprehensive range of financial services, including superannuation advice, retirement planning, wealth management, insurance solutions, and investment advice. She tailors her advice to meet the unique needs of each client.
What qualifications does Melissa Lewis have?
Melissa holds a Business degree (Accounting) from the University of Southern Queensland, Financial Planning qualifications from Deakin University and Kaplan Professional, a Management qualification from Central University Australia, the Certified Financial Planner designation from the FAAA, and a Masters of Financial Planning from Kaplan.
What is Melissa Lewis's approach to financial planning?
Melissa takes a client-centered approach, focusing on understanding each client's individual goals and circumstances. She then develops a personalized financial plan to help them achieve their objectives.
How can Melissa Lewis help me with my retirement planning?
Melissa can assist you with all aspects of retirement planning, including determining your retirement needs, developing a savings strategy, and managing your investments to generate income in retirement.
Is Melissa Lewis an ASIC-registered financial advisor?
Yes, Melissa Lewis is an ASIC-registered financial advisor, ensuring she meets the required standards of education, training, and ethical conduct.
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