Monique Doney CFP®
About Me
Monique Doney is a Senior Financial Adviser with over a decade of experience helping thousands of people through ethical financial planning advice.
From young people wanting to save to buy their first home to multi-million dollar families wishing to structure their assets to leave a legacy, Monique strives to make a difference.
Monique is a Certified Financial Planner® with the Financial Advice Association of Australia, has a Master of Financial Planning, Bachelor of Commerce and Bachelor of Economics, reflecting her commitment to professional excellence.
Her career includes roles at AMP Financial Planning, Avant Mutual's Doctors Wealth Management division and Perpetual Private Wealth.
Monique's holistic approach and dedication to client success make her a trusted adviser for those seeking to navigate the complexities of financial planning.
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- SMSF
- Superannuation
- Tax strategies
- Wealth management
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Highest Level of Education Masters Degree
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Years of Experience 11 Years
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Advice Fees From $3,750