Financial Adviser
· HAWTHORN, VIC
Monique Rosalie Message
No disciplinary history on record with ASIC
HAWTHORN,
VIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000318976
About Monique Rosalie Message
Monique Rosalie Message is a financial adviser based in Hawthorn, Victoria, with 23 years of experience in the financial services industry since 2003. Monique is currently authorised under Shartru Wealth Management. Monique holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Monique's qualifications include a Graduate Diploma of Financial Planning from Kaplan.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: Authorisation does NOT Self Managed Superannuation Funds.
Authorised to provide tax financial advice services
Qualifications and Training
2009
Advanced Diploma of Financial Services Financial Planning
Kaplan
2014
Principles of Income Tax Law
Deakin University
2015
Graduate Certificate of Financial Planning
Deakin University Australia
2021
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan
2023
Taxation for Financial Planning
Kaplan
2024
Graduate Diploma of Financial Planning
Kaplan
Registration History
Authorisation does NOT Self Managed Superannuation Funds.
Not authorised to provide Self Managed Superannuation advice
Source: ASIC Financial Advisers Register