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Contact Us

BDO Private Wealth (NTH QLD) Pty Ltd
Level 1, 15 Lake Street
CAIRNS QLD 4870

Tel: +61 7 4046 0000
Email: fp.cairns@bdo.com.au

Kris Robertson

Kris Robertson  – Senior Financial Adviser

Tel: +61 7 4046 0070
Email: kristen.robertson@bdo.com.au

Kris relocated to Far North Queensland from Melbourne in 2002. Kris has strong values of family, community, ethical and socially responsible decision making and holistic financial advice. Before joining BDO Private Wealth (NTH QLD), Kris gained valuable experience as a senior financial planner with two of the Big four banks. She has been working in the finance industry since 2006.

Kris is passionate about helping people achieve their goals and live the life they imagine for themselves. She believes financial planning is not just about investment advice, but that real value comes from helping people understand and take control of their situation to make smart decisions about their future. It’s about the sense of security that comes with knowing that you have a clear plan and the support you need to achieve your goals. Kris will work with you to develop a strong open relationship to support you on your financial journey. Kris has diverse experience and can advise on all aspects of your financial planning needs. She has additional expertise in the areas of private clients, business owners, and self-managed superannuation.

Industry Credentials & Education

  • Graduate Diploma of Financial Planning, Kaplan, Current Study
  • Self-Managed Superannuation Fund Specialist Adviser, SSATM, SMSF Association of Australia
  • Advanced Diploma of Financial Planning, Kaplan, Current Study
  • Diploma of Financial Services (Financial Planning), ThreeSixty
  • Chapter Chair, Financial Planning Association of Australia, Cairns Chapter.

Services

  • Financial Planning Advice & Education
  • Wealth Creation & Protection Advice
  • Superannuation (including Self Managed Superannuation)
  • Redundancy
  • Pre-retirement & Retirement Advice Gearing Strategies
  • Cashflow & Debt Management Advice
  • Centrelink & Aged Care Advice
  • Personal & Business Protection Advice
  • Salary Packaging
  • Estate Planning & Intergenerational wealth transfer
  • Business Succession Planning.
Mandy Mellor

Mandy Mellor  – Senior Financial Adviser

Tel: +61 7 4046 0054
Email: mandy.mellor@bdo.com.au

Mandy first started in the Finance industry 23 years ago in Cairns with one of the big-four banks. She moved to Brisbane to further her career in Financial Planning and returned to Cairns in 2010.

Client relationships are Mandy’s focus. Mandy builds a trustworthy rapport with clients and aims to maintain strong and lasting relationships by providing quality advice and assistance.

Mandy is an expert in retirement planning and works with her clients to optimise the most tax effective position both prior to and post retirement.

Industry Credentials & Education

  • Graduate Certificate of Financial Planning (Current Study towards Masters of Financial Planning) Kaplan
  • Advanced Diploma of Financial Planning, Mentor Education
  • Diploma of Financial Planning, Threesixty
  • Member of Financial Planning Association of Australia
  • Commissioner for Declarations.

Services

  • Financial Planning advice and education
  • Wealth creation and protection advice
  • Superannuation
  • Redundancy
  • Pre-retirement and retirement advice
  • Cashflow and debt management advice
  • Centrelink and aged care advice
  • Personal Protection advice
  • Salary sacrifice and salary packaging
  • Estate Planning.