Andrew Melling

Next Generation Financial Planning

Next Generation Financial Planning is a boutique financial services organisation offering financial planning strategies and solutions across all stages of life. Whether your objectives are to buy your first home, save for your children’s future, ensure you and your family are protected against financial hardship, or to retire comfortably, our range of innovative investment strategies will help you get there! Next Generation Financial Planning is currently licensed by MyAdviser Pty Ltd. We have chosen MyAdviser as our licensee because they are not institutionally owned. We feel that this is vitally important to ensure the impartiality of advice and to ensure that the clients’ needs are put before those of the organisation who is providing the advice or product.

Our philosophy on financial planning is very much based on the Code of Ethics advocated by the Financial Planning Association, of which our licensee is a Principle Member. We believe that good advice puts the clients’ needs first, meets their objectives, and from the perspective of ‘know your client’ incorporates any personal preferences clients may have towards ethical / sustainable investment. Accordingly, our fact find process asks questions relating to whether the client wishes to specifically exclude certain industries from their portfolio or to actively include certain industries, on the basis of their environmental, social or governance factors. Whilst the accuracy of investment strategies used for clients is vital to get right, so too do we believe it is equally important to consider the implications of investments on the environment as part of a clients’ overall financial plan.

CERTIFICATION DETAILS

Certified by RIAA since: 2009

Dealer Group: MyAdviser Pty Ltd AFSL License 238307

Fees and charges structure: Fees for service and/or commission

Qualifications:

  • Bachelor of Commerce
  • Graduate Diploma Financial Planning

Financial Adviser since: 2006

Offering responsible investment advice since: 2008

What responsible investment services do you offer?

  • Superannuation & Retirement Planning
  • Investments
  • Direct Shares
  • Loan & Mortgage Advice
  • Insurance

Which responsible investment products do you provide advice on?

CONTACT DETAILS

Andrew Melling
Next Generation Financial Planning
Suite 1, 486 Lower Heidelberg Road, Heidelberg VIC 3084
Phone: 1300 921 327
Email: andrew@nextgenerationfinancialplanning.com.au
Website: www.nextgenfinancialplanning.com.au
DISCLAIMER: This information has been prepared by RIAA based on material provided by Andrew Melling. While it is provided to assist you in finding a Financial Adviser, RIAA does not endorse or recommend any particular firm or superannuation fund to the public. Although RIAA attempts to provide accurate, complete and up-to-date information, it makes no warranties or representations, express or implied, as to whether the information provided is accurate, complete or up-to-date. The information provided in this report is general in nature and its brevity could lead to misrepresentation. It is not intended to be advice and could be subject to change. No responsibility can be accepted for those who act on its contents without obtaining specific advice from an adviser.
PAGE LAST UPDATED: February 2011