4 Reviews

Melissa Butler

Fletcher & Butler Financial Planning

Gold

19 Yrs Experience

Bendigo, VIC 3550

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Hi, I'm Melissa Butler!

I've got over 20 years of experience in the financial services industry with roles held in the banking industry, a private accounting firm and the last 15+ years as a financial planner. I finished my Advanced Diploma of Financial Services (Financial Planning) in 2006 and then completed my Certified Financial Planner (CFP) studies over the following 2 years.

I'm Bendigo's most experienced Aged Care Specialist and am part of the BUPA Financial Guidance Panel.

I'm well placed to offer a woman’s perspective to financial planning and am familiar with all the obstacles that can be placed in front of women throughout their working career. Having kids, stopping work and working part time all have to be taken into account during the planning process.

If you want mature, considerate and knowledgeable financial advice, I would love to assist you.

Government Assistance
Superannuation
Managing Debt
Retirement & Pension
Aged Care
Cashflow & Income
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

5.00 January 2024

Melissa explained in detail the steps to retirement and best options available to myself.

5.00 October 2022

Melissa is always pleasant, professional and purposeful. I am always confident in my dealings with her that the information supplied and the pathways suggested are in my best interests.

Her agency is a warm and inviting service that has a very strong people focus.

5.00 October 2022

Melissa and her team are fantastic. Always friendly and helpful and most of all responsive to any queries you may have. Melissa & Fletch, I would strongly recommend for any advice.

5.00 August 2022

I took over the dealings with Melissa following the death of my husband, Ted. Melissa guided me through the estate planning and getting Ted's affairs in order and transferred successfully to my name. I thank Melissa and her team for the perseverance in difficult times (in dealing with banks and share brokers, etc.) and very much welcomed her guidance and comfortable manner. I would certainly recommend Melissa for anyone in a similar situation that I found myself in. Sincerely, Mrs. Gwenda Rankins.

Adviser status Gold
Rating 5.00
Number of reviews 4
First year providing advice 2005
Years of experience 19
Highest qualifications
- Graduate Diploma of Financial Planning
- Certified Financial Planner (CFP)
Language spoken
- English