MMA Financial Planning is a boutique financial planning practice located in the North Western Suburbs of Melbourne, Australia. Led by Melissa Azzopardi, a prominent financial planner with experience in major banks, the firm is dedicated to helping clients secure their financial future and achieve their life goals. Melissa’s philosophy revolves around providing expert ongoing advice tailored to each client’s evolving needs, goals, and circumstances, ensuring their portfolios reflect their individual aspirations.
At MMA Financial Planning, the focus is on creating and safeguarding wealth to empower clients to live the life they desire. The team takes the time to understand clients’ objectives and collaborates with them to develop a detailed, step-by-step action plan. Through continuous communication, regular meetings, guidance, motivation, and education, the firm aims to exceed clients’ expectations by delivering a high level of service. Ethical conduct and adherence to professional standards, as outlined in the Financial Services Guide, are fundamental principles guiding the business’s operations.
As an Authorised Representative of Charter Financial Planning Limited, MMA Financial Planning operates under the Australian Financial Services Licensee, License Number 234665. With a commitment to providing exceptional professional advice and customer service, the firm envisions guiding clients towards a financially secure future, bridging the gap between their current financial status and their envisioned future accomplishments.