Financial Adviser · MELBOURNE, VIC

Monika Agrawal

MELBOURNE, VIC
17 Years experience
Tax advice
authorised
ASIC Registered · ADV 001005870
Currently at
Melbourne, VIC (firm address)

Monika Agrawal is a financial adviser based in Melbourne, Victoria, with 17 years of experience in the financial services industry since 2009. Monika is currently authorised under Industry Fund Services Limited, operating through Industry Fund Services. Monika holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Monika's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: IFS authorises the Adviser to provide Personal Advice, General Advice and Deal In financial products only in relation to the following advice topics as defined in IFS guidance: (a) Member Investment Choice (b) Contributions into superannuation (c) Insurance within superannuation (d) Planning for retirement (e) Transition to Retirement

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

Registration History

Jun 2026 - Present Current
IFS authorises the Adviser to provide Personal Advice, General Advice and Deal In financial products only in relation to the following advice topics as defined in IFS guidance: (a) Member Investment Choice (b) Contributions into superannuation (c) Insurance within superannuation (d) Planning for retirement (e) Transition to Retirement
Jun 2015 - May 2026 Ceased
SUPERPARTNERS PTY LTD
Feb 2009 - Jun 2015 Ceased

Source: ASIC Financial Advisers Register