“I am passionate about using my expertise to help clients achieve their financial goals and live the lifestyle they deserve.”
Melody Xu has been a Planning Associate at Modoras Financial Planning since 2014. She holds a Master’s degree in Financial Planning from Griffith University and a Bachelor’s degree in Accountancy from Queensland University of Technology. Her has extensive experience as a Paraplanner for several companies, starting from 2007.
Her areas of expertise include investment planning, retirement planning, superannuation, and tax planning. She is dedicated to providing exceptional client service and is known for going above and beyond to ensure client satisfaction. Her approach to client relationships is built on trust, respect, and open communication.
As a Planning Associate, she is responsible for supporting the team of financial planners in delivering comprehensive financial planning services. Her attention to detail and analytical skills ensure that all client information is accurate and up-to-date.
Melody is a valued member of the Modoras team and is well-regarded for her leadership skills and ability to work effectively in a team. She is committed to ongoing professional development and is always seeking to expand her knowledge and skills in the financial planning industry.
In her free time, Melody enjoys hiking, traveling, and trying out new recipes in the kitchen.