Jon Melloy is the founder and director of Melloy Independent Wealth. Jon has over a decade of experience working for a range of different organisations from small private organisations all the way through to large banks.
The broad experience has provided Jon with exposure to a wide range of different client scenarios where he has been able to collaborate with other colleagues and develop a well-rounded expertise.
Jon is the kind of advisor who puts his hand up to tackle complex scenarios and solve problems that other financial advisors shy away from.
Jon has a keen interest in estate planning and intergenerational wealth transfers which involves helping clients transfer wealth to their children or intended beneficiaries in the most tax-effective and secure way possible.
Typically, Jon works with clients who are over 50 years of age and have more than $1 Million of investable assets. Where their assets are below this level, clients need to have an income greater than $400,000 per annum.
Jon enjoys building relationships with his clients and working together with them to get the best outcome whether that be a financial outcome or by provided them with security and peace of mind.
Jon is available for meetings at;
- Corporate House Newstead – Lobby 1, Level 2/76 Skyring Terrace, Newstead QLD 4006
- Ashgrove Serviced Offices – Level 1, Highpoint/240 Waterworks Rd, Ashgrove QLD 4060 (**Additional Costs Apply**)
