Melanie Monk
Financial Adviser
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About
Melanie Monk is an ASIC-registered financial adviser based in Melbourne, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Melanie holds a Bachelor of Business (Financial Planning) from RMIT (2001) and has continually expanded her expertise with certifications in Margin Lending (MLC, 2011), Certified Financial Planner (FIAA, 2014), Self Managed Superannuation Fund Advice (Mentor Education, 2018), Ethics and Professionalism in Financial Advice (Kaplan Professional, 2020) and Accredited Aged Care Professional (Aged Care Steps, 2024). As a member of the Financial Advice Association of Australia (FAAA), Melanie adheres to the highest ethical and professional standards. She is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Melanie's commitment to ongoing education and client-focused service ensures you receive the most up-to-date and relevant advice to meet your unique needs. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Advice Ready to take control of your financial future? Contact Melanie today to schedule a consultation and discover how she can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Melanie Monk offer?
Melanie Monk specialises in superannuation advice, retirement planning, wealth management, and insurance solutions. She provides tailored advice based on your individual circumstances and financial goals.
What are Melanie Monk's qualifications?
Melanie holds a Bachelor of Business (Financial Planning) from RMIT and is a Certified Financial Planner. She also has specialist qualifications in Margin Lending, SMSF Advice, Ethics and Professionalism in Financial Advice and Aged Care Advice.
What can I expect during my first meeting with Melanie?
During your initial consultation, Melanie will take the time to understand your current financial situation, future goals, and risk tolerance. She will then develop a personalised financial plan to help you achieve your objectives.
How does Melanie Monk stay up-to-date with the latest financial regulations and industry trends?
Melanie is committed to ongoing professional development and regularly attends industry conferences, workshops, and training sessions to stay informed about the latest changes in financial regulations and industry best practices.
What is the process of working with Melanie to create a financial plan?
The process involves an initial consultation to understand your needs, followed by the development of a tailored financial plan. Melanie will then present the plan to you, make any necessary adjustments based on your feedback, and implement the plan on your behalf, providing ongoing support and monitoring.
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