WHO ARE WE?
Next Generation Financial Planning is a full service boutique financial services company which specializes in meeting the financial planning needs of persons across all stages of life. We have clients ranging from first home owners and renters through to Age Pensioners and everyone in between. Our mission is to provide accessible financial advice to everyone, and peace of mind through a financial plan that truly meets our client’s objectives.
The business is 100% owned by Andrew Melling, an Accredited Mortgage Consultant and Certified Financial Planner with over 10 years in the financial services industry. Next Generation Financial Planning is licensed by Meritum Financial Group Pty Ltd, a smaller boutique dealer group established in 2004 by a group of professionals whose direct experience in holistic financial planning dates back to the early 1990s. Meritum Financial Group Pty Ltd is a Principal Member of the Financial Planning Association of Australia Ltd (FPA).
The business is 100% owned by Andrew Melling, an Accredited Mortgage Consultant and Certified Financial Planner with over 10 years in the financial services industry. Next Generation Financial Planning is licensed by Meritum Financial Group Pty Ltd, a smaller boutique dealer group established in 2004 by a group of professionals whose direct experience in holistic financial planning dates back to the early 1990s. Meritum Financial Group Pty Ltd is a Principal Member of the Financial Planning Association of Australia Ltd (FPA).
“Next Generation Financial Planning Pty Ltd (ABN 25 133 907 463) is a corporate Authorised Representative (number 337433) of Meritum Financial Group (ABN 93 106 888 215 AFSL No. 245569).”