About the company
MTP Financial is a financial advisory and planning firm based in Cairns. Established in 1972, the firm has over 50 years' experience and two generations of experience. Anthony Menico is a Director and Financial Advisor. Aileen Jones, Bronson Hills, and Anthony Menico are Financial Advisors. Meg Campbell is Team Lead, Client Services (FNQ).
Kim Seccafien is Senior Client Relationship Manager, and Aurora Wales is Client Relationship Manager. Catherine Williams and Alicia Henderson are Paraplanners. Claudia Smith is a Receptionist. Services include cashflow, wealth management, investment, superannuation, personal insurance, retirement, estate planning, and aged care.
What customers say
Based on genuine customer reviews
Cairns-based MTP Financial serves clients who need both business and private financial matters handled together. One longstanding client account describes the practice as looking after company affairs alongside personal insurance and financial needs. The advice and strategies provided are described as pleasing, with the relationship credited for keeping the client on schedule towards their financial objectives.
The work covers commercial and personal financial matters rather than a single narrow specialism, and the firm's website is valued as a source of general information, financial writing and budgeting resources. The account reflects satisfaction with the recommendations received and confidence that longer-term goals are being met, indicating a relationship maintained over an extended period rather than a one-off transaction.
Reviews
Reviews are taken from publicly available sources.
We have been with Menico Tuck Parrish Financial Services for years and they look after all our business as well as private insurance and financial needs. We are very happy with their recommendations and strategies and feel we are well on track to achieve our financial goals. Their website is also a good source of general information, specific financial articles and budgeting tools and apps.
Financial advisers & planners in Cairns compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 11 businesses in this category in Cairns are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Kelly Wealth | ★ 5,0 | 48 | No |
| 2 | Direct Wealth | ★ 5,0 | 48 | No |
| 3 | Fowler's Group - Financial Advisors | ★ 5,0 | 46 | No |
| 4 | Sage Financial Advice | ★ 5,0 | 34 | No |
| 5 | Evolution Financial - Cairns | ★ 5,0 | 12 | No |
| 8 | MTP Financial (this page) | ★ 5,0 | 1 | No |