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) and proudly practices the Gold Standard of IndependenceTM. 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 carries a wealth of experience in financial planning, having worked in a range of different firms and institutions in different capacities with a career spanning more than a decade. ​He enjoys building relationships with clients 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 believes in client advocacy, and has a strong commitment to safeguarding his client's interests. When needed he does not hesitate to makes complaints on behalf of clients when he feels like they have been let down by their superannuation funds, investment providers or insurance company. He has successfully represented many clients taking their cases to the Australian Financial Complaints Authority (AFCA).
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