We help Eyre Peninsula locals live well now, create a rich vibrant retirement
and ensure their assets go to their bloodline.
Melinda Woods our Financial Services Manager and Adviser comes to us with over seventeen years in the financial services industry across private practice and banking. Degree qualified in Banking and International Finance coupled
with her Advanced Diploma in Financial Services (Financial Planning) Melinda comes highly experienced and qualified to provide you with advice tailored to your personal goals.
Having lived on the Eyre Peninsula for the last fourteen years Melinda has a real passion and focus on providing exceptional service and advice to regional clients and business owners. She will get to know you, your values and
priorities before tailoring expert advice to guide you with strategies to help you reach your financial potential. Melinda loves to help clients plan the pathway to the retirement they want, save on tax and grow and protect their wealth.
When not at work Melinda enjoys cooking, travelling and taking time to relax with her husband however is usually running around after her two young boys.
Bachelor of Banking and International Finance
Advanced Diploma of Financial Services (Financial Planning)
SKILLS & EXPERIENCE:
I have seventeen years experience working in the financial services industry. Providing strategic goals based advice to a variety of clients in small business and the agricultural space.