Mel
Tull

Senior Financial Advisor

Warners Bay,
New South Wales
20 years of experience

ASIC number: 001003271

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In their own words

Mel has extensive experience across the industry after work as a Certified Financial Planner for over 15 years, with prior experience spread across financial para/planning roles, client management and accounting. Mel enjoys making things that are complicated and difficult seem simple and straight forward. She truly loves to assist people in setting up their finances to work towards their goals by making a complicated financial, tax and super system work for them.

Mel provides both initial and ongoing financial advice tailored to reaching specific goals over time. She covers the advice areas of wealth accumulation, risk and insurance, cash flow and budgeting, superannuation, investment advice and portfolio management, redundancies and transition to retirement, retirement planning (including downsizing) and social security planning.

Mel is located in Warners Bay and works with clients through Lake Macquarie, Newcastle, Port Stephens and the Hunter area as well as further North.

Qualifications and Memberships

  • Bachelor of Commerce
  • Certified Financial Planner
  • Member of the Financial Advice Association Australia

Service areas

Warners Bay

Talk to Mel about your plans

A first conversation covers where you are now, what you want next, and whether advice will help. There is no cost for it.

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"As always, 100% reliable and consistently able to answer my questions in "plain English" - a rare skill in today's age."

Frederick, Boat Harbour, NSW

Mel was highly recommend to us by family and has proven to be of great assistance in improving our financial future. She as continually shown us various ways to improve our retirement strategies and increase our person financial future. Would highly recommend her to all friends and family.

Adrian, Maryland, NSW

Mel has given us a range of financial options, and has always been open to our ideas for a solution. She communicates in paperwork, in person with home visits and online, all of which suit our needs perfectly. She always gets back to us when we make an enquiry. We feel really secure in accepting her advice and have been very grateful for her services. Thank you Mel.

Ian, Anna Bay, NSW
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Warners Bay
Team

Bryan Roberts

Executive Advisor

Mel Tull

Senior Financial Advisor

Speak to our experienced team today.

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