Everalls Wealth Management Pty Ltd
Unit 3, Ground Floor,
Royal Life Saving House 26-28 Napier Close, Deakin ACT 2600
(02) 6232 4561
We work with you to help you understand:
- Where you are now
- Where you want to be at a given time
- What you need to do to get there
Our all-encompassing approach allows us to provide solutions that can simplify your life and save you time and effort. Our team has over 30’ years’ experience to help you create, manage and protect your wealth no matter what stage of life you’re in – We have the wisdom to grow your wealth.
Melissa has over 25 years of experience helping clients with their wealth management including providing advice on investment structures, financing and negative gearing, superannuation strategies, self-managed super funds, cash flow, income tax planning, capital gains tax issues, asset protection and estate planning.
Melissa’s accounting & tax background allows her to provide tailored advice for each of her clients to help them achieve their financial and personal goals.
Melissa holds a Bachelor of Commerce and a Graduate Diploma in Financial Planning and meets the competency requirements under ASIC’s Regulatory Guide RG 146.
Melissa is a member of the CPA Australia and the Institute of Chartered Accountants and abides by their code of professional conduct and ethics.
See Melissa’s full adviser profile here.