Monique specialises in advising individuals, families, and not-for-profit organisations. She works with each client individually to design investment strategies and construct portfolios to ensure their specific investment objectives are met. With more than 25 years’ experience in financial markets, Monique enjoys helping clients navigate all aspects of their investments, enabling them to achieve their version of economic empowerment.
Monique holds a Bachelor of Commerce degree with Honours in Economics from the University of Melbourne, a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia and has successfully completed the FASEA Financial Adviser Exam in September 2020. Monique is a Fellow of the Financial Services Institute of Australia (FINSIA) and a proud member of the Melbourne Women’s Foundation, a giving circle dedicated to supporting not-for-profit organisations focused on improving the lives of women and their families in Melbourne.
Why choose a RIAA financial adviser?
RIAA certification verifies that a financial adviser offers responsible investment products, considers client needs and concerns about responsible investment issues, and undertakes responsible investment-focused continuing professional development.
By choosing a RIAA certified financial adviser, you can have confidence that they are licensed, educated and experienced in including responsible investment in their financial advice.
