Melanie Kate Monk
Financial Adviser in Melbourne, Victoria, Australia
Review Melanie Kate Monk
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000235853
- Location
- Melbourne VIC 3004
- Licensee
- Asvw Financial Services Pty Ltd (AFSL 446176)
- Authorised since
- 28 November 2023
- First provided advice
- 2002
- Qualifications
- Bachelor of Business (Financial Planning), Royal Melbourne Institute of Technology (2001); Margin Lending, MLC (2011); Certified Financial Planner, Financial Planning Institute of Australia (2014); Self Managed Superannuation Fund Adviser (Personal Advice), Mentor education (2018); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020); Accredited Aged Care Professional, Aged Care Steps (2024)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Melanie Kate Monk
On the Financial Advisers Register kept by ASIC, Melanie Kate Monk appears as a current financial adviser in Melbourne, Victoria, adviser number 000235853.
Melanie provides advice as an authorised representative of Asvw Financial Services Pty Ltd, which holds Australian financial services licence 446176. The current authorisation started on 28 November 2023.
According to the register, Melanie first provided financial advice in 2002. The qualifications listed for Melanie include Bachelor of Business (Financial Planning) (Royal Melbourne Institute of Technology, 2001), Margin Lending (MLC, 2011) and Certified Financial Planner (Financial Planning Institute of Australia, 2014). Melanie is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Melanie Kate Monk here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Melanie Kate Monk a registered financial adviser?
Yes. Melanie Kate Monk is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000235853.
Which licensee does Melanie Kate Monk work under?
Asvw Financial Services Pty Ltd, Australian financial services licence 446176.
What can Melanie Kate Monk give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.