Financial Adviser
· SYDNEY, NSW
Monika Agrawal
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005870
Monika Agrawal is a financial adviser based in Sydney, New South Wales, with 17 years of experience in the financial services industry. Monika is currently authorised under Mufg Retire360 Pty Limited. Monika holds authorisations to advise on superannuation, life insurance and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2010
FNS50804 Diploma of Financial Services (Financial Planning)
Kaplan Professional
2010
FNS60404 Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2022
Graduate Diploma of Financial Planning
Kaplan Professional