Summary
Melissa Lewis (formerly Grimshaw) CFP®
Authorised representative #247662
Certified Financial Planner
Bachelor of Business major in accounting
Master of Financial Planning
Certified Financial Planner
Accredited Aged Care Professional
Melissa began her career in the financial planning industry in 1998, spanning the dot-com bubble, the Global Financial Crisis (GFC) and the Covid 19 pandemic. Each events brought unique challenges and lessons in investment strategies, client management and market resilience that Melissa now brings to her client portfolios.
Joining Hudson Financial Planning in 2021, she brings a wealth of experience and a passion for providing quality advice to truly “make a difference” in her clients’ lives. Melissa is Certified Financial Planner (CFP) and spends many hours each year staying ahead of legislative and industry changes.
As the head of the Advice Team and a high-net-worth specialist, Melissa is dedicated to guiding families through complex financial transitions. Melissa also heads up our Estate Asset Management Team and brings much sensitivity and knowledge to this area of financial planning.
A valued member of our investment committee, Melissa meets with the board every month to bring her knowledge and experience to the table. It is not just the experience and the dedication that Melissa brings to Hudson, but it is her sharing of knowledge and wisdom that we are truly grateful for. You are in good hands with Mel.
Get in touch with Melissa Lewis