ML financial solutions

About Us

ML Financial Solutions is a privately owned, full-service wealth management company. As well as being a registered Tax agent, we hold an Australian Financial Services License (AFSL 355094) and we are members of both the Financial Planning Association of Australia and CPA Australia.

Our History

Amanda Lee founded ML Financial Solutions in 2003, having identified a market requirement for the provision of strategic tax effective financial advice.

Having previously worked for fund managers and banks over the preceding 15 years, Amanda recognised the shortcomings of selling investments on a ‘one size fits all’ basis and making decisions with little regard to the investor’s specific tax situation. Amanda wanted to offer her clients a much more personalised service.

With an extensive range of tax and investment skills and experience, Amanda launched ML Financial Solutions with the aim of adding the greatest possible value to a client’s portfolio by investing in the right structure, minimising tax liabilities and making a positive difference to wealth building using long-term investments. This is our point of difference and the value of our advice.

Why ML Financial Solutions?

We are a team of highly skilled and experienced professionals dedicated to excellence in the provision of quality financial advice and client service. We understand that conditions fluctuate and we are wholeheartedly committed to delivering the best in customised, flexible and integrated financial solutions within a balanced approach to the changing life circumstances of our individual clients.

In simple terms, our Client Value Proposition is:

  • Advising how to balance your current lifestyle against future needs.
  • Providing valuable advice tailored to suit your distinct and individual needs.
  • Providing strategies, techniques and options to assist you in reaching your own financial goals.
  • Adding value to our your net wealth.
  • Offering extensive experience and a straightforward professional approach.

Our Privacy Policy

At ML Financial Solutions we are committed to maintaining the privacy of our clients and the personal information we collect from them. You can access our Privacy Policy here.

For all your financial planning, tax and accounting requirements » contact us today.