Melissa Ormsby Email
Senior Paraplanner @ Alder & Partners Private Wealth Management
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Melissa Ormsby Location
- Perth, WA, AU
Melissa Ormsby Work
- 2023 -now Senior Paraplanner @
- 2021 -2023 Financial Planning Consultant @ Customised Planning Services
- 2018 -2020 Technical Team Leader @
- 2014 -2018 Manager @
- 2014 -2015 Senior Paraplanner and Director @ Customised Planning Services
- 2008 -2014 Paraplanner @
- 2003 -2006 Client Services and Paraplanner and Associate Adviser @ Financially Yours
- 2001 -2002 Supervisor @
- 2000 -2000 Corporate Actions Officer @
- 1997 -1999 Share Clerk @
Melissa Ormsby Education
- Kaplan Professional Education
Advanced Diploma of Financial Services (Financial Planning) (Financial Planning and Services)
2013-2015 - Kaplan Professional Education
Diploma of Financial Services (Financial Planning) (Financial Planning and Services)
2004-2006 - Perth College 1991-1995
Melissa Ormsby Skills
- Estate Planning
- Financial Advisory
- Financial Planners
- Insurance
- Retirement Planning
- Financial Planning
- Superannuation
- Investments
- Xplan
- Asset Allocation
- Income Protection
- Investment Advisory
- Strategic Planning
- Financial Services
- Strategy
- Wealth Management
- Life Insurance
- SMSF
- Strategic Financial Planning
- Microsoft Word
- Investment Strategies
- Wealth Accumulation
- Training
- Custom Templates
- Template Building
- Wealth
- Project Management
- Workflow Management
- Paraplanning
- Retirement
Melissa Ormsby Summary
- Melissa Ormsby, based in Perth, WA, AU, is currently a Senior Paraplanner at Alder & Partners Private Wealth Management. Melissa Ormsby brings experience from previous roles at Customised Planning Services, Integro Private Wealth and Clear Planning Solutions. Melissa Ormsby holds a 2013 - 2015 Advanced Diploma of Financial Services (Financial Planning) in Financial Planning and Services @ Kaplan Professional Education. With a robust skill set that includes Estate Planning, Financial Advisory, Financial Planners, Insurance, Retirement Planning and more. Melissa Ormsby has 1 emails on RocketReach.
Looking for a different Melissa Ormsby?
Find contact details for 700 million professionals.
Others Named Melissa Ormsby
Melissa Ormsby
Senior Paraplanner
Perth, WA, AU
Lisa Ormsby
Independent essayist
San Diego, CA, US
Melissa Ormsby
Patient Care Assistant
Phoenix, AZ, US
Top Alder & Partners Private Wealth Management Employees
Melissa Ormsby
Senior Paraplanner
Perth, WA, AU
Joseph Gonzalez
Independent Investment Committee
Dalkeith, WA, AU
Steven Tulloch
Financial Adviser
Nedlands, WA, AU
Maggie Petrie
Client Services Manager
Perth, WA, AU
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co