Melissa Gilbert, CFP®

Name Melissa Gilbert CFP®
Company Diamond Financial Solutions Pty Ltd
Address 119 Willoughby Road
Crows Nest, NSW 2065
Phone 1300 454 757

Diamond Financial Solutions creates personalised solutions to help pre-retirees and retirees achieve their lifestyle goals by providing clarity, confidence, peace of mind while building a strong sustainable financial future.

Melissa offers specialist advice on all aspects of financial planning, particularly in developing strategies to:
• Build wealth for clients and their dependents
• Make the most of superannuation funds
• Protect the wealth and lifestyle of clients and their dependents
• Provide clients with secure, tax effective income in retirement
• Maximise clients Centrelink entitlements
• Accumulate assets in the most tax effective way

Melissa has close to 30 years of experience in the financial services industry, where she has worked at Charter Financial Planning, AXA, MLC, Macquarie Bank and Colonial Bank. Melissa has worked with several hundred investors to ensure that they are making the most out of their money and achieving maximum lifestyle enjoyment.

Among her many speaking assignments, Melissa has lectured for the Australian Stock Exchange, Accounting groups and Evening Colleges. She has also provided financial planning articles for the Australian Business Women’s Network, Cleo, VIVE, and Family Circle Magazines. Melissa was Vice President for Women in Banking and Finance, a non for profit association for women in the financial services industry to network with peers, and to gain professional and personal development skills outside of their companies / businesses.

Melissa aims to provide the best personal financial strategic advice to enhance her clients’ quality of life.

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