Our People
Melanie S. Roff (Dip FP, CFP)
Certified Financial Planner
Authorised Representative of Lonsdale Financial Group Limited
Started in the industry: 2001
Melanie's Background
Melanie started her career in the general insurance industry in 1993 with AAMI. From there Melanie accepted a position with FAI as the Support Service and Finance Manager. During this time she completed the first year of a Commerce Degree at the University of Tasmania. From here Melanie determined that her area of expertise was assisting people with their financial queries and decided to study the Diploma of Financial Planning. This led her to take up a position with LDH Financial Planning in 2001 which allowed her to put her education skill into practice. Melanie completed the diploma in the first half of 2003 and started employment with Rouleston Financial Services as a Financial Planner. Melanie achieved 'Certified Financial Planner' Status in August 2008.
Melanie's Responsibilities
Melanie is responsible for the preparation of financial strategies, financial plans and the reviews of clients' investment portfolios. She specialises in superannuation strategies, retirement income streams, reverse mortgages and risk management (Life Insurance, Total & Permanent Disability, Income Protection). Melanie is also responsible for creating and managing business development opportunities.
Melanie's Qualifications
- Completion of first year of Bachelor of Commerce (B.Comm) at the University of Tasmania
- Diploma of Financial Planning (Dip. FP) through Deakin University
- Various insurance modules through Deakin University
- Authorised Representative of Lonsdale Financial Group Limited
- General Member of the Financial Planning Association of Australia
- Certified Financial Planner
You can reach Melanie as follows:
| Telephone: | +61 3 6234 4413 |
|---|---|
| Mobile: | +61 403 201 310 |
| Fax: | +61 6231 2284 |
| E-mail: | m.roff@rouleston.com |