Financial Adviser
· MELBOURNE, VIC
Melanie Kate Monk
No disciplinary history on record with ASIC
MELBOURNE,
VIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000235853
About Melanie Kate Monk
Melanie Kate Monk is a financial adviser based in Melbourne, Victoria, with 24 years of experience in the financial services industry since 2002. Melanie is currently authorised under Asvw Financial Services. Melanie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Melanie's qualifications include a Certified Financial Planner from Financial Planning Institute of Australia. Melanie is a member of 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
2001
Bachelor of Business (Financial Planning)
Royal Melbourne Institute of Technology
2011
Margin Lending
MLC
2014
Certified Financial Planner
Financial Planning Institute of Australia
2018
Self Managed Superannuation Fund Adviser (Personal Advice)
Mentor education
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2024
Accredited Aged Care Professional
Aged Care Steps