✰ Melinda Hulls Email & Phone Number

Kew East, Melbourne

Financial planning and advice, specialising in assisting clients with the costs of aged care placements.

Melbourne, Australia

Lanteri has a formidable reputation for the quality of advice and services it offers to its clients. As a long term member of the financial planning and superannuation team, I am committed to providing a high level of personal service to Lanteri clients. As the General Manager of Financial Planning, I am responsible for reviewing and maintaining company compliance standards and responsibilities within the legislative AFSL framework.✭ 𝐊𝐞𝐲 𝐑𝐞𝐬𝐩𝐨𝐧𝐬𝐢𝐛𝐢𝐥𝐢𝐭𝐢𝐞𝐬:✔ Management of a high performance team providing client solutions to financial planning✔ People Management and leadership ensuring utilisation levels are achieved and maintained✔ Development and documentation of financial planning and client review processes overtime to meet changing legislative requirements✔ Responsible for handling client complaints in a timely manner and mediate to achieve a satisfactory outcome for both the company and client✔ Managing, recruiting and mentoring a team to service all financial planning, retirement and superannuation aspects of the clients relationship with the company♕ 𝐀𝐜𝐡𝐢𝐞𝐯𝐞𝐦𝐞𝐧𝐭𝐬:♦ Appointed Senior Associate – Financial Planning ♦ General Manager Financial Planning (current) ♦ Appointed Assistant - Financial Planning ♦ Appointed Compliance Officer ♦ Appointed AML/CTF officer ✭ 𝐒𝐩𝐞𝐜𝐢𝐚𝐥𝐭𝐢𝐞𝐬:➣ Retirement planning➣ Strategic financial planning➣ Financial reporting and analysis➣ Wealth creation and management➣ Investment and portfolio management➣ Proficient in MYOB Accountants Enterprise ➣ Proficient in Excel and other Microsoft applications➣ Extensive knowledge of accounting software and processes➣ Posses a strong working knowledge of Australian taxation law

✭ 𝐊𝐞𝐲 𝐑𝐞𝐬𝐩𝐨𝐧𝐬𝐢𝐛𝐢𝐥𝐢𝐭𝐢𝐞𝐬:✔ Client taxation interviews✔ Personal taxation returns✔ Superannuation accountant✔ Preparation of Self Managed Superannuation Funds✔ Company and trust financial statements preparation✔ Preparation of individual and partnership taxation returns✔ Preparation of company and trust financial statements and taxation returns✔ Tax compliance including consulting work with private and corporate level clients providing both practical and effective solutions✭ 𝐒𝐩𝐞𝐜𝐢𝐚𝐥𝐭𝐢𝐞𝐬:✔ Proficient in MYOB Accountants Enterprise ✔ Proficient in Excel and other Microsoft applications✔ Possess strong inter-personal and communication skills✔ Posses a strong working knowledge of Australian taxation law