(Focus / Expertise)

With over a decade of experience in the financial services industry, Monica has built expertise across every stage of the advice process from client services and paraplanning to practice management and financial advising. This depth of experience gives her a unique, end-to-end understanding of the advice journey, enabling her to deliver a seamless and highly personalised experience for her clients.

Monica is passionate about guiding clients through life’s milestones, sharing in both the challenges and the achievements along the way. She aims to provide valuable counsel and support when it’s needed most, helping clients move confidently towards their aspirations.

She specialises in pre- and post-retirement planning, including Self-Managed Super Funds, Defined Benefit Schemes, retirement and investment strategies, and personal insurance solutions. Monica also has extensive experience in personal injury compensation cases, developing and implementing strategies to maximise payouts and ensure effective long-term management of funds.

Outside of work, Monica’s young son keeps her on her toes, and she treasures their family time. Once a month, she enjoys a quiet afternoon crafting cards and scrapbooking while her husband enjoys some father-and-son time.

Qualifications & Memberships

• Master of Accounting
• Master of Business
• Advanced Diploma of Financial Planning
• Certificate in Self Managed Superannuation Funds
• Certificate in Margin Lending
• Member – Financial Advice Association of Australia (FAAA)

Monica is an Authorised Representative of The Wealth Connection Pty Ltd ABN 46 169 584 472 Australian Financial Services Licensee 523 317