Mel Tull

Viridian Financial Group Limited

Platinum

19 Yrs Experience

Warners Bay, NSW 2282

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Mel Tull is a Certified Financial Planner (CFP) with over two decades of experience in the industry, 17 of those as a Financial Adviser.

Mel enjoys helping clients meet their goals for retirement from the early planning stages right through to transitioning and then staying on track throughout retirement. No matter what your goals, how early you want to retire or how much you are starting with - Mel will assist you to make a complex system of super and rules much simpler.

Mel specialises in all parts of this process from wealth accumulation and early planning strategies, through to transitioning and establishing income on retirement, then on to managing retirement income and pensions as well as downsizing in retirement.

Government Assistance
Superannuation
Retirement & Pension
Shares & Investments
Redundancy
Cashflow & Income
Socially Responsible
Tax Strategies
Growing Assets
Budgeting

I use our initial meeting to discuss objectives, goals and what advice may be appropriate for you would like covered - I can then provide a fixed dollar cost for what the initial advice would cost.

The cost for the advice is confirmed and agreed to before proceeding so there are no surprises.

Ongoing advice options can then be discussed based on initial advice implemented and ongoing needs.

5.00 March 2025

I look at Mel as a friend. She is helpful, knowledgeable, and always professional. Always available to answer any questions. Nothing is too much effort for her. Mel is the reason we chose Viridian.

5.00 March 2025

Mel is always helpful, gives good advice and never makes me feel inadequate

5.00 March 2025

Always helpful and always prompt and efficient. I Have recommended to friends.

5.00 March 2025

Mel is just great.

From my initial meeting to now Mel has been there the whole way. I know from my own experience with Mel she has my best interest at the top of her list.

You could argue that other financial advisers could have done the same. That being said I doubt other advisers have answered their clients with-in 30min. of a unscheduled phone call to answer a question and to leave there client at easy.

At our first meeting we set out my goals and time line. Than every year we review the goal and decide if things are going well or do we change tactics.

Mel understands some clients like to know everything about financial strategy, while others just like to know if things are tracking well. As for myself I sit in the middle understand a little but not the finer points. Mel understands this and breaks things down so I can understand the implication of our strategy.

Having listened to friends talk about their advisors and how they are looked after, I believe Mel offers and delivers on the whole package just not what you are asking about. Mel will explain the things to consider down the track with any change to your strategy for you to consider before any changes are made.

Yes Mel Tull is my adviser and has been for quite some years so yes I could be biased. That being said I could not recommend her highly enough.

5.00 March 2025

Having known Mel for sometime I have always found her to be very professional and caring. Always there to help with any questions that you put to her. I would advise any person to go to her for advice and general knowledge of superannuation.