- Masters of Accounting
- Masters of Business
- Advanced Diploma of Financial Planning
- Diploma of Financial Planning
- Member of the Financial Planning Association
I am an Associate Adviser and I also manage the practice and oversee the admin and paraplanning teams. I joined Capital Private Wealth in 2018. I have been working in the Financial Planning industry since 2016 and I have previous experience in the banking sector.
My qualifications include a Masters of Accounting, Masters of Business, Advanced Diploma of Financial Planning and Diploma of Financial Planning. I am a member of the Financial Planning Association and I passed the FASEA Financial Adviser Exam in September 2020.
I specialise in strategic advice for superannuation and retirement planning, extending to insurance analysis and wealth creation.
Monica's ideas of Financial Freedom
My idea of financial freedom is not having to compromise on doing what you want.