Therese Melville

Fiducian Financial Services
Therese Melville

Bathurst, NSW

About

About Fiducian Financial Services

Fiducian Financial Services Pty Ltd is licensed to provide you with financial planning services, which include advising, and dealing in the following financial products and services.

For an initial complimentary consultation with Therese Melville, Financial Planner Bathurst, please click on “Make An Appointment” above, or contact us directly.

Our Services

Therese Melville is an Authorised Representative of Fiducian Financial Services Pty Ltd and is licensed to provide you with financial planning services, which include advising, and dealing in the following financial products:

  • Retirement Planning;
  • Budget and Cashflow Planning;
  • Centrelink Benefits, other Government Benefits and Aged Care Assistance;
  • Salary Packaging;
  • Personal Superannuation;
  • Employer Superannuation;
  • Investments and Savings Plans;
  • Debentures and Government Bonds;
  • Deposit and Payment Products;
  • Estate Planning;
  • Securities;
  • Life Risk Insurance within Superannuation;
  • Credit assistance and Debt Management;
  • Gearing and Margin Lending.

Profile

About Therese Melville

Therese Melville has over 20 years experience in the provision of professional financial services. She is a Chartered Accountant and a Certified Financial Planner (CFP), the highest industry designation accredited to Financial Planners by the Financial Planning Association. Therese is also an accredited Planner on Self Managed Superannuation Funds.

Therese undertakes regular ongoing training to ensure her knowledge and skills are kept up to date in an ever changing financial and regulatory environment.

Therese assists client to identify their objectives and understand their financial position. She then formulates and presents options to clients and guides them in the adoption and implementation of an efficient and strategic plan to the achievement of their goals.

Testimonials

What clients are saying

Fiducian Financial Planners believe that quality financial advice can significantly improve the current position of most individuals and that the relationship between a client and their Financial Planner is a key ingredient in achieving that goal.

A professional relationship built on trust, advice, support and re-assurance can be the corner stone for developing and maintaining a financial plan perfect for you and your family.

We are naturally delighted to hear from many Fiducian clients who are very satisfied with the service they have received from their Fiducian Financial Planner and who are happy to recommend their Fiducian Financial Planner.

News & Community

Local News and Events

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