Andrew started financial planning in 2000 as an authorised representative of a family business that specialised (and continues to do so) in retirement planning. Andrew is a member of the Financial Planning Association, member of the Responsible Investment Association of Australasia, member of the Mortgage and Finance Association of Australia, and is a CERTIFIED FINANCIAL PLANNER® practitioner (CFP®). CFP® is an internationally recognised mark and is currently the pre-eminent representation of professional Financial Planners around the world.
Having worked with a number of Australian Financial Services licensees and referral partners over the years, Andrew has built up a wealth of knowledge and experience helping clientele from a range of backgrounds, from young wealth accumulators through to elderly clients moving into Aged Care. Whilst Andrew has completed a number of specialisations across various fields in financial planning, Andrew’s number one priority is always to make clients sleep well at night with a financial plan that truly stacks up. For this reason, Andrew has teamed up with tried and tested referral partners that are able to assist with valuable legal, estate planning, tax, insurance, and mortgage broking services so that a client’s overall needs and financial planning strategies can be implemented in house.
Prior to becoming a financial planner, Andrew completed his Bachelor of Commerce at the University of Melbourne, specialising in Finance, as well as a Graduate Diploma in Financial Planning with FINNSIA. Andrew is also an Accredited Mortgage Consultant, and a member of the Mortgage and Finance Association of Australia (MFAA). In Andrew’s spare time he enjoys spending time at his beach retreat with his family, riding his bicycle along by the Yarra river, and brushing up on his Japanese!
Andrew Melling has been certified by RIAA according to the strict disclosure practices required under the Responsible Investment Certification Program.
See www.responsibleinvestment.org for details.