Financial Adviser
· MACKAY, QLD
Monika Alicia Krell
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000412643
Monika Alicia Krell is a financial adviser based in Mackay, Queensland, with 15 years of experience in the financial services industry. Monika is currently authorised under Lifespan Financial Planning Pty Ltd. Monika 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 Kaplan Professional. Monika is a member of Australian and New Zealand Institute of Insurance and Finance 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
2011
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2012
Margin Lending Accreditation Program
DeakinPrime Corporate Education
2013
Advanced Diploma of Financial Planning
Kaplan Professional
2017
Master of Financial Planning
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2025
SuperConcepts Specialist SMSF Course
The University of Adelaide