Financial Adviser · TUNCURRY, NSW

Melissa Jayne Sinclair

19 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001004084

Melissa Jayne Sinclair is a financial adviser based in Tuncurry, New South Wales, with 19 years of experience in the financial services industry. Melissa is currently authorised under Ri Advice Group Pty Ltd. Melissa holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Diploma of Financial Services (Financial Planning) from Kaplan Professional Education. Melissa is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products

Restrictions: Securities: class of product only. Not authorised to provide SMSF advice.

Authorised to provide tax financial advice services

Qualifications and Training

2007

Diploma of Financial Services (Financial Planning)

Kaplan Professional Education

2021

FPC001B Economic and Legal Context for Financial Planning

Regulation & Legal Obligations - Kaplan Higher Education

2021

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

2025

FPC006 Taxation for Financial Planning

Kaplan Higher Education

Registration History

Ri Advice Group Pty Ltd

Apr 2022 - Present Current

Securities: class of product only. Not authorised to provide SMSF advice.

Commonwealth Financial Planning Limited

Jun 2014 - Mar 2022 Ceased

Not authorised to provide personal advice on SMSF; Securities; Standard Margin Lending.

Commonwealth Financial Planning Limited

Jun 2004 - Sep 2011 Ceased

Source: ASIC Financial Advisers Register