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Our story

I founded  Melloy Wealth Management in after a 12-year career working in financial advice. I have worked for a wide variety of organisations, from large multi-billion-dollar companies to small local firms. Through this, I saw first-hand the problems involved in with financial advice models that incentivise selling products aligned to an employer or license. These are all too common in the financial advice landscape, with only 1% of advisers operating under an independent licence. This led me to becoming an Independent Financial Advisor, and to founding a company that can provide trustworthy, high-quality tailored financial advice that serves the best interests of his clients.

If you would like to speak further, I invite you to schedule a call with me, or lodge an enquiry via our contact form

Jon Melloy

Meet Jon

Founder & Independent Financial Advisor

Jon Melloy carries a wealth of financial experience, having worked in various capacities since 2012. Jon has experience in both paraplanning and direct financial advice, making him uniquely positioned to handle the end-to-end process of financial strategy, advice and implementation.​

Jon chose financial planning because he enjoys building relationships and supporting clients to realise their financial potential. 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. 


Outside of work, Jon has a strong focus on personal health and fitness, enjoying activities like running, swimming, Latin dance and cycling. 

Qualifications

  • Bachelor of Business (Economics) - Queensland University of Technology

  • Certificate in Self-Managed Super Funds - Kaplan

  • Diploma of Financial Planning - Kaplan

  • Advanced Diploma of Financial Planning - Kaplan

  • Certified Financial Planner ®  course - Financial Advice Association Australia

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