Financial Adviser · MITCHAM, VIC

Melanie Jane Harvey

MITCHAM, VIC
8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001270093
Currently at
Mitcham, VIC (firm address)

About Melanie Jane Harvey

Melanie Jane Harvey is a financial adviser based in Mitcham, Victoria, with 8 years of experience in the financial services industry since 2018. Melanie is currently authorised under Emerald Wealth. Melanie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Melanie's qualifications include a Bachelor of Business (Marketing) from Royal Melbourne Institute of Technology.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1997
Bachelor of Business (Marketing)
Royal Melbourne Institute of Technology
2003
Diploma of Financial Planning
Financial Planning Association (FPA)
2025
Graduate Dipolma of Financial Planning
Kaplan

Registration History

Jan 2024 - Present Current
GWM ADVISER SERVICES PTY LTD
Dec 2018 - Aug 2019 Ceased
Nov 2013 - Jun 2015 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register