Melissa Sinclair profile photo

Melissa Sinclair

Midcoast Financial Planning Group

Silver
18 Yrs Experience
Tuncurry, NSW 2428

At Midcoast Financial Planning Group we work with you along the way on life’s journey. Whether you are getting married, starting a family, embarking on the trip of a lifetime or planning to enjoy your years after work, we can help. We have offices based in Tuncurry, Port Macquarie and Bulahdelah or will travel to service the wider area including Newcastle and Maitland.

Melissa has been working in the financial planning industry since 2007 and has extensive experience in

helping people plan for and enjoy their retirement.

QUALIFICATIONS

Diploma of Financial Planning

MEMBERSHIPS AND ASSOCIATIONS

Authorised Representative of RI Advice Group Pty Ltd

Financial Planning Association of Australia Member

PERSONAL INTERESTS

Melissa and her husband Jade are raising their three young children on a small six-acre property in Bulahdelah. With a love for soccer, they are both active committee members with the local Bulahdelah Bullets soccer club and love spending quiet weekends at home with their family and their border collies.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Silver
  • First year providing advice 2007
  • Years of experience 18
  • Highest qualification
    • Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Midcoast Financial Planning Group

Suite 12, Level 1, 60 Manning St
Tuncurry, NSW 2428

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

RetireInvest

AFSL 238429