Marco Mellado
Director & Financial Adviser
A Certified Financial Planner™ with a specialisation in Self Managed Super Funds (University of Adelaide), Marco has over 20 years in the financial advice profession gaining invaluable experience working in both small and large firms.
Mobile 0400 778 886
Office 03 8640 5507
“I pride myself on delivering highly customised advice to individuals, trusts, family groups and trustees of SMSF’s. I value my distinct advice model that I unreservedly apply to all my clients”.
Marco is a member of the Financial Advice Association of Australia (FAAA) and the Tax Practitioners Board (TPB).
Marco is also a Certified Investment Management Analyst® (CIMA). CIMA® professionals are considered globally as elite investment advisers specialising in multi-asset and multi-manager portfolio construction.
Marco regularly appears as a guest on the ABC’s 774 “On the Money” segment on Sunday mornings discussing all things financial and investment related.
Ultimately, Marco’s duty of care to clients is to ensure their financial strategies and portfolios align strongly with their personal objectives and risk comfort levels. He achieves this by gaining a deep understanding of his client’s current situation, past experiences and goals for the future.
