All you need to know about
Blake

SENIOR FINANCIAL ADVISER

Blake Cullen

My role as a financial adviser is to provide a personalised and values-based approach to help clients manage their financial affairs and achieve their goals and aspirations. This starts with an open discussion to uncover their idea of success, what motivates them and understanding their current concerns are about their finances. From there, we build a personalised comprehensive advice document and ensure that our clients take all the right actions to ensure their success, reviewing this on an ongoing basis.

This provides our clients with peace of mind knowing that their affairs are in order, and they have a trusted team to help them to make good decisions and prevent them from making bad ones.

I am passionate about helping high income earners and successful business owners who lead busy lives that are time poor. I love to be a sound board for smart financial decisions, allowing them to focus on enjoying their lives through holidays, experiences and spending time with their families.

What are the values that drive you?

I value educating and providing financial security to my clients. Through my experience in the profession, I have learnt the value of personal relationships and the significance of finding out what is most important to my clients. I love to hear about my clients kicking goals, personally and professionally, and am there every step of the way to celebrate with them.

What Healthy, Wealthy and Happy means to you?

Healthy, Wealth and Happy means leading an active lifestyle and setting the right parameters to achieve success. This can be any exercise to help you be the best version of you, physically, emotionally and financially. Regular exercise, catching up with friends, spending time with family, travelling and making smart financial decisions can provide fulfilment and support you to in your journey to be Healthy, Wealthy and Happy.

Qualifications

• B.Com (FP and Marketing)
• Certified Financial Planner ®
• SuperConcepts & ICFS Specialist SMSF course
• Accredited Aged Care Professional™️
• FASEA Financial Adviser Exam

Memberships, accreditations and associations

• Member of the Financial Advice Association of Australia (FAAA)
• Accredited Aged Care Professional

Areas of Expertise

• Aged Care Specialist
• Retirement Planning
• Investment Advice
• Financial Modelling & Projections
• Wealth Accumulation & Cashflow Management
• Intergenerational Wealth Transfer & Estate Planning
• SMSFs
• Financial Education

“When life throughs you a curve ball it’s hard to think properly to know what to do and how to do it. I will get on the other side of this, it may take a while but when I do I will look forward to having you assist me with guidance and direction as to where to invest. You have both been so helpful and I appreciate it so much.”

GLENDA

CLIENT SINCE 2013

“I'm amazed I'm doing so well in retirement, before I met Melody, I was worried I wouldn't be able to afford a glass of wine, but it's all going so well.”

PENNY

CLIENT SINCE 2012

"Thank you very much for providing our portfolio details with Praemium. We were so worried about the balances of our accounts we were scared to ask the question! It's great to see that the accounts haven't gone down as much as we thought we had, even with us both drawing monthly incomes. We can't thank Melody enough for the advice she gave us".

JACK & ANN

CLIENT SINCE 2013

“I thank you for the quarterly investment update you sent me. It demonstrates the managers’ focus on active management and comments on what has been achieved in the quarterly re-weighting that we observe. Please accept a personal thank you for this information, it is enlightening and informative."

ANDREW

CLIENT SINCE 2013