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Melloy Independent Wealth

Registration Active· AFSL 558799Brisbane, QLD
5.0
Google
1Offices
Level 2, 76 Skyring Terrace, Newstead, QLD, 4006
+61 400 463 394
info@melloywealth.com.au
Adviser / AFSLAFSL 558799Check ASIC's Financial Advisers Register
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CompareMyAgents Research Summary

This information is based on publicly available data and CompareMyAgents research. It does not constitute a recommendation.

  • Registration: Active · AFSL 558799
  • Website reviewed: Website present and reviewed
  • Office location: 1 office location on record
  • Contact details: Contact information on record
  • Data source: CompareMyAgents research
  • Profile last updated: 20 August 2026

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Office locations

  • Primary office

    Level 2, 76 Skyring Terrace

    Newstead, Brisbane, QLD, 4006

    +61 400 463 394

Compare financial advisors in Brisbane.

Business overview

Melloy Independent Wealth is a Brisbane independent advice firm (its own AFSL 558799) led by Jon Melloy, a Certified Financial Planner accredited by PIFA and holding a CIFAA seal, with a firm commitment to conflict-free advice. Based in Newstead (with meeting rooms in Greenslopes and Ashgrove), the practice focuses on helping clients retire with confidence through comprehensive, independent, personalised financial strategy.

Based on publicly available information and CompareMyAgents research. Last updated August 2026.

Best for

Brisbane clients approaching or in retirement who want genuinely independent, conflict-free financial advice.

Services & pricing

ServicePrice
Retirement planningFee for service
SuperannuationFee for service
Investment adviceFee for service
Personal insuranceFee for service
Estate planningFee for service

Pricing based on publicly available information. Verify directly with the consultant.

Editorial assessment

What we love

  • Fully independent under its own AFSL (558799), pairing CFP credentials with the PIFA and CIFAA independence standards.

  • Personalised, single-adviser service — you deal directly with the principal, Jon Melloy.

  • Free first call to set scope, with meeting rooms in Newstead, Greenslopes and Ashgrove.

Where it falls short

  • A single-adviser practice, so capacity is finite.

  • A newer Brisbane firm, so a shorter track record than long-established independents.

  • New to CompareMyAgents, so it does not yet carry verified reviews on this platform.

Based on CompareMyAgents research. Independent assessment — not provided by the business.

Reviews(9)

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5.0

Google · 9 reviews

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Google reviewa month ago

My wife and I had an initial appointment in mid 2025 and have since signed on with Melloy Independent Wealth for a second year. I have also set-up an investment portfolio for my company as well. Jon's knowledge and expertise have allowed us to secure our future through superannuation and investments. Jon is extremely thorough in personalising a portfolio to suit your individual requirements. Jon is always on hand if you seek further advice or have any questions. With Jon being an independent advisor, it means that he will always be reviewing options for our best interests and future. I would highly recommend and encourage anyone looking to secure their financial future to contact Jon in the first instance.

Ian Anderson

Ian Anderson

Google Maps

Google review11 months ago

I first met with Jon in 2021 when he reviewed my financial situation and goals. Throughout the process, he took the time to listen and understand the reasons behind what was important to me. While being considerate of my perspective, he engaged with thought-provoking questions to help tailor financial strategies. As time has progressed and my goals have evolved, Jon has consistently adapted and supported me at every step, ensuring everything is in order while navigating risks. I remain a loyal client of his. Jon is humble, professional, and incredibly knowledgeable. He makes you feel at ease while being realistic, so you can feel well-prepared. I highly recommend.

Theresa Yim-McKenzie

Theresa Yim-McKenzie

Google Maps

Google review11 months ago

My experience with Melloy Independent Wealth has been outstanding. What truly sets Jon aside from other institution's is not just his deep expertise, but the way he delivers advice, Jon has an incredible ability to understand how you think and process information, then after becoming familiar with your situation delivers his guidance accordingly. Whether you need a detailed breakdown, bit picture summaries or even just straight talk, Job gets it right. Jon Isn't just knowledgeable but also passionate. It is clear that helping people build financial clarity and confidence isn't just a job for him but a passion. I highly recommend Jon and Melloy Independent Wealth.

shan Origliasso

shan Origliasso

Google Maps

Google review7 months ago

Our law firm has worked with Jon on a number of occasions - Jon from a financial advice perspective and our firm from an estate planning perspective. Jon is very knowledgeable, responsive and efficient. I would highly recommend him to our clients.

Sam Janssen

Sam Janssen

Google Maps

Google review11 months ago

We are in our 60's. Jon assisted us in establishing our goals and ideas for our future lifestyle, and guided us through the complexities of setting up our budget and finances for retirement. He is always available for us to contact him with any queries or concerns. We’ve found Jon to be trustworthy, knowledgeable and passionate to achieve the best outcomes for us, and we would highly recommend him to others.

Gary OLIVER

Gary OLIVER

Google Maps

Frequently asked questions

CompareMyAgents Editorial

The bottom line

A newer but fully independent Brisbane practice, Melloy pairs CFP credentials with the PIFA and CIFAA independence standards, aimed squarely at confident retirement planning. Single-adviser and personalised; being smaller means direct access to Jon but finite capacity. Confirm scope and fees at the first (free) call.

Independent editorial assessment by CompareMyAgents. Not paid for or approved by the business.

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