About Me

Monica has been working in the financial services industry for almost 10 years. During this time, Monica has gained valuable experience in Client Services, Paraplanning, Practice Managing and Financial Advising. Her experience in all these areas has made Monica an expert in the entire Advice Process. Her thorough understanding of these very important steps in the advice journey has enabled Monica to be able to provide the best overall experience for her clients.

Monica enjoys sharing the many highs and lows her clients face whilst being able to offer meaningful advice to enable them to realise their aspirations. Her aim is to guide her clients through their life journey and provide them with valuable guidance, counsel, and support when they need it most.

Monica specialises in all areas of Pre-and-Post Retirement Planning including Self-Managed Super Funds, Defined Benefit Schemes, Retirement and Investment Planning, and Personal Insurance Strategies. In addition, she has been heavily involved in personal injury compensation cases, with strengths in developing and implementing strategies for maximising compensation payouts, as well as ongoing management of the funds.

Outside work life, most of Monica’s time is taken up by her toddler boy. Once a month she enjoys a quiet afternoon crafting session making cards and scrapbooking while her husband enjoys some father and son time.

Educational Qualifications & Professional Memberships:

• Master of Accounting
• Master of Business
• Advanced Diploma of Financial Planning
• Certificate in Self Managed Superannuation Funds
• Certificate in Margin Lending
• Member of the Financial Planning Association

Contact Monica directly as follows:

Phone – 0478 696 304
Email - monica@thewealthconnection.com.au