Financial Adviser
· ASHGROVE, QLD
Monique Jordan Doney
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003595
Monique Jordan Doney is a financial adviser based in Ashgrove, Queensland, with 11 years of experience in the financial services industry. Monique is currently authorised under Lifespan Financial Planning Pty Ltd. Monique holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Master of Financial Planning from Griffith University. Monique is a member of CFP - Certified Financial Planner (FPA) and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2014
Bachelor of Commerce with a Major in Finance
The University of Queensland
2014
Bachelor of Economics with a Major in International Trade and Finance
The University of Queensland
2014
Diploma of Financial Planning
International Institute of Technology
2015
Advance Diploma of Financial Planning
Monarch Institute
2022
Master of Financial Planning
Griffith University
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register