Melinda Planken
Financial Adviser in Newtown, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001001074
- Location
- Newtown VIC 3220
- Licensee
- Muirfield Financial Services Pty Ltd (AFSL 243287)
- Authorised since
- 1 March 2008
- First provided advice
- 2008
- Qualifications
- Bachelor of Commerce, Deakin (2008); Certified Financial Planner, Financial Planning Association (2011); Accredited Aged Care Specialist, Aged Care Steps (2014); RG146 Licensing Compliance: Margin Lending Facilities, Financial Education Professionals Pty Ltd (2018); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Melinda Planken
On the Financial Advisers Register kept by ASIC, Melinda Planken appears as a current financial adviser in Newtown, Victoria, adviser number 001001074.
Melinda provides advice as an authorised representative of Muirfield Financial Services Pty Ltd, which holds Australian financial services licence 243287. That authorisation dates from 1 March 2008.
The register records 2008 as the year Melinda first provided financial advice. The qualifications listed for Melinda include Bachelor of Commerce (Deakin, 2008), Certified Financial Planner (Financial Planning Association, 2011) and Accredited Aged Care Specialist (Aged Care Steps, 2014). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Melinda is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Melinda Planken a registered financial adviser?
Yes. Melinda Planken is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001074.
Which licensee does Melinda Planken work under?
Muirfield Financial Services Pty Ltd, Australian financial services licence 243287.
What can Melinda Planken give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.