For an outline of the products I can advise on and how I am remunerated, please see Lifetime Group's Financial Advice Provider Disclosure Statement.
About Melody
I am a Filipino, born and raised in the Philippines. I am a nurse by profession, but my heart keeps pushing me back to the point I started 13 years ago as a Financial Adviser again. I am a family-oriented person. In my spare time, I play chess with my son or play NBA 2k23 and on a weekend, we either travel out of town or just hang out in the park playing basketball.
I am passionate about my client’s well-being and financial affairs. I enjoy sitting down and listening to my client’s stories and helping them achieve their dream goal. I feel strongly about helping people and building close relationships.
My Three Golden Rules
- Be kind and honest with others and yourself.
- Do good, give good, as Life is about helping others.
- Stay in touch even if you are busy.
Conflicts of Interest
A brief description of the conflicts of interest that may arise for Lifetime in the course of the services we provide is provided in Lifetime Group's Financial Advice Provider Disclosure Statement.
Reliability History
Neither Lifetime nor I have been subject to a reliability event. A reliability event is something that might influence you in deciding whether to seek advice from either myself or Lifetime. As an example, this would be a serious event such as legal proceedings against me, or bankruptcy in the last four years.