As balance’s financial planner, Monica has an abundance of experience and qualifications to ensure you reach your financial goals. Naturally, Monica is a certified financial planner and an authorised representative of Charter Financial Planning (ASIC Number 409402). Her further qualifications include both a Bachelor of Business (Banking & Finance) as well as a Graduate Diploma in Financial Planning.
Monica’s career experience complements her study knowledge in providing sound and up-to-date financial guidance. She has previously gained valuable insight in to all things finance through roles as a Planner, Stockbroker, Business Analyst, and Practice Development Manager. It is the combination of all these components which Monica calls upon to develop and implement complete strategies to see your financial goals met. Away from the finance world, Monica spends her down time with her young family and, if time allows, she enjoys the odd game of squash.