Financial Adviser · WOLLONGONG, NSW

Melissa Beverley

WOLLONGONG, NSW

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001271809

Currently at

Aware Super Services

Sydney, NSW (firm address)

View firm profile

About Melissa Beverley

Melissa Beverley is a financial adviser based in Wollongong, New South Wales, with 8 years of experience in the financial services industry since 2018. Melissa is currently authorised under Aware Financial Services Australia Limited, operating through Aware Super Services. Melissa holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Melissa's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited. 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 Government Bonds

Restrictions: Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Authorised to provide tax financial advice services

Qualifications and Training

2017

Diploma of Financial Planning

Mentor Education

2020

FPC001B Economic and Legal Context for Financial Planning

Kaplan Higher Education Pty Ltd

2024

FPC006 Taxation for Financial Planning

Kaplan Higher Education Pty Ltd

2025

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Aware Financial Services Australia Limited

Jul 2026 - Present Current

Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Personal Financial Services Ltd

Jul 2019 - Apr 2026 Ceased

Count Financial Limited

Dec 2018 - Jul 2019 Ceased

Not authorised to provide personal advice on SMSF, Standard Margin Lending

Source: ASIC Financial Advisers Register