Melody Edwards Email & Phone Number

Sydney, Australia

Here at Evalesco, with the help and support of a terrific team, I help clients identify and articulate their goals, then develop and put in place a plan to achieve them.The next part of the journey is to help clients stay the path and adjust for any changes and the impact these have on their original goals. I love seeing clients achieving real outcomes and.

In my role as a financial adviser at Mount Investments, I worked together with clients to help articulate their lifestyle and financial goals and assist them as a guide in achieving these. My experience ranges through all steps of the financial planning process; from the back office through to the face-to-face meetings.

As a paraplanner at Mount Investments, my role was to provide support to the senior financial adviser in the preparation of advice. To fulfill my duties, I was required to keep up to date with my technical, product and strategy knowledge.

Master’S Degree, Financial Planning

Self Managed Superannuation Funds

Certificate Iv, Finance And Mortgage Broking

Graduate Diploma, Financial Planning

Bachelor’S Degree, Liberal Studies (Information Systems And Chinese Studies)

Ethics And Professionalism In Financial Advice

Accredited Aged Care Professional