Private Financial Advisor
CurrentFinancial planning and advice, specialising in assisting clients with the costs of aged care placements.
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@eqt.com.au
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✰ Melinda Hulls is listed as Private Financial advisor at Equity Trustees at Equity Trustees, a company with 254 employees, based in Greater Melbourne Area, Australia, Australia. AeroLeads shows a work email signal at eqt.com.au and a matched LinkedIn profile for ✰ Melinda Hulls.
✰ Melinda Hulls previously worked as Private Financial Advisor at Equity Trustees and ☞ Senior Financial Advisor - Financial Planning at Lanteri Partners Group. ✰ Melinda Hulls holds ☞ Bachelor Of Commerce (B.Com.), Accounting from Monash University.
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AeroLeads found 1 current-domain work email signal for ✰ Melinda Hulls. Compare company email patterns before reaching out.
✉: 𝐦𝐞𝐥𝐢𝐧𝐝𝐚.𝐡𝐮𝐥𝐥𝐬@𝐠𝐦𝐚𝐢𝐥.𝐜𝐨𝐦 │ ✆: 𝟎𝟒𝟑𝟗 𝟔𝟏𝟏 𝟎𝟑𝟑 │ 𝐒𝐤𝐲𝐩𝐞: melinda.hullsWith over 30 years’ extensive experience, I have successfully held several corporate and managerial positions within the accounting industry. A dedicated, accomplished and self-motivated individual with a strong operational and strategic skill set. I am a dynamic and highly qualified professional with extensive knowledge of accounting principles, taxation policies, financial planning, and superannuation. I am well versed in providing advice and interpretation on AML/CTF regulations and relevant policies and procedures.I work with clients' to develop and implement financial plans that will see them through the critical life stages, from starting a career through to retirement and beyond. I possess a strong technical knowledge base that enables me to keep up with the current financial climate. With proven initiative and a strong work ethic, I have a genuine interest to provide a high level of training and mentoring graduates and junior staff. My aim is to develop their professional skills and align their success with that of the firm's and ultimately to ensure our clients receive exceptional service.With dynamic people management skills, I am adept in leading, managing and motivating a team of cohesive professionals. I strongly believe that the key to long-term wealth creation, is by listening to clients’ needs and goals, and working with them to implement an effective financial plan. ❖ 𝐹𝑖𝑛𝑎𝑛𝑐𝑖𝑎𝑙 𝑃𝑙𝑎𝑛𝑛𝑖𝑛𝑔 ❖ 𝐼𝑛𝑣𝑒𝑠𝑡𝑚𝑒𝑛𝑡 𝑀𝑎𝑛𝑎𝑔𝑒𝑚𝑒𝑛𝑡 ❖ 𝐹𝑖𝑛𝑎𝑛𝑐𝑖𝑎𝑙 𝐴𝑑𝑣𝑖𝑐𝑒 ❖ 𝐴𝑐𝑐𝑜𝑢𝑛𝑡𝑖𝑛𝑔 & 𝑇𝑎𝑥𝑎𝑡𝑖𝑜𝑛✭ 𝐒𝐩𝐞𝐜𝐢𝐚𝐥𝐭𝐢𝐞𝐬:➣ Strategic financial planning ➣ Retirement planning ➣ Wealth creation and management ➣ Investment and portfolio management
Listed skills include Retirement Planning, Retirement, Financial Planning, Financial Management Services, and 23 others.
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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.
✭ 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.
Other employees you can reach at eqt.com.au. View company contacts for 254 employees →
Andrew Shedden
Colleague at Equity Trustees
Greater Melbourne Area, Australia
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HD
Hong Dang
Colleague at Equity Trustees
Greater Melbourne Area, Australia
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JW
Janine West
Colleague at Equity Trustees
Melbourne, Victoria, Australia, Australia
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TH
Tamara Hanley
Colleague at Equity Trustees
Australia, Australia
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AR
Annette Rehayem
Colleague at Equity Trustees
Greater Sydney Area, Australia
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RO
Raymond O'Meara
Colleague at Equity Trustees
Melbourne, Victoria, Australia, Australia
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MH
Melanie H.
Colleague at Equity Trustees
Perth, Western Australia, Australia, Australia
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VW
Vicki Watkinson
Colleague at Equity Trustees
Forest Lake, Queensland, Australia, Australia
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DG
Darren Grantham
Colleague at Equity Trustees
Greater Sydney Area, Australia
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TB
Tamara Bouzo
Colleague at Equity Trustees
Greater Melbourne Area, Australia
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Quick answers generated from the profile data available on this page.
✰ Melinda Hulls works for Equity Trustees.
✰ Melinda Hulls is listed as Private Financial advisor at Equity Trustees at Equity Trustees.
AeroLeads has found 1 work email signal at @eqt.com.au for ✰ Melinda Hulls at Equity Trustees.
✰ Melinda Hulls is based in Greater Melbourne Area, Australia, Australia while working with Equity Trustees.
✰ Melinda Hulls has worked for Equity Trustees, Lanteri Partners Group, and Meyrick Webster.
✰ Melinda Hulls's colleagues at Equity Trustees include Andrew Shedden, Hong Dang, Janine West, Tamara Hanley, and Annette Rehayem.
You can use AeroLeads to view verified contact signals for ✰ Melinda Hulls at Equity Trustees, including work email, phone, and LinkedIn data when available.
✰ Melinda Hulls holds ☞ Bachelor Of Commerce (B.Com.), Accounting from Monash University.
✰ Melinda Hulls is listed with skills including Retirement Planning, Retirement, Financial Planning, Financial Management Services, Financial Services, Portfolio Management, Financial Advisory, and Strategic Financial Planning.
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