Melloy Independent Wealth is part of a rare breed of truly independent financial advice firms in Australia. The director, Jon Melloy, has been accredited by the Profession of Independent Financial Advisors (PIFA). He also holds a Seal of Approval from the Certified Independent Financial Advisors Association (CIFFA). Jon has a firm commitment to conflict-free financial advice that focuses on what is best for the client and nobody else.
Jon Melloy
Founder & Independent Financial Advisor
Jon has over a decade of experience in financial planning, having built his expertise across leading institutions and private firms before establishing his own practice. He specialises in research, technical strategy and advice construction, delivering a comprehensive, end to end approach to financial strategy, implementation and ongoing support.
Jon enjoys getting to know each and thrives off the interactions he has with them. Every client is different and Jon enjoys learning about clients and what is important to them. Jon loves a challenge and finds it rewarding to find solutions to problems, answer difficult questions and provide clients with clarity and peace of mind. Jon enjoys the challenge of learning and understanding complex matters and working out how to explain them to clients in a way that is easy for them to understand.
Qualifications
Bachelor of Business (Economics) QUT
Certified Financial Planner® FAAA