Financial Adviser · MELBOURNE, VIC

Monique Elwyn Gourlay

28 Years experience
Tax advice
authorised
ASIC Registered · ADV 001004327

Monique Elwyn Gourlay is a financial adviser based in Melbourne, Victoria, with 28 years of experience in the financial services industry. Monique is currently authorised under Evans And Partners Pty. Ltd.. Monique holds authorisations to advise on managed investments, securities, deposit products and government bonds, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA) from Kaplan Higher Education Pty Limited. Monique is a member of FINSIA.

Authorised to Advise On

Tax Financial Advice Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

1988
306121 (Commercial law A) and 306221 (Commercial law B)
University of Melbourne
1988
306323 Commercial law C3 (Taxation)
University of Melbourne
1995
Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)
Kaplan Higher Education Pty Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education

Registration History

Mar 2008 - Present Current

Source: ASIC Financial Advisers Register