Monika Alicia Krell
Financial Adviser in Mackay, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000412643
- Location
- Mackay QLD 4740
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 26 March 2026
- First provided advice
- 2011
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional (2011); Margin Lending Accreditation Program, DeakinPrime Corporate Education (2012); Advanced Diploma of Financial Planning, Kaplan Professional (2013); Master of Financial Planning, Kaplan Professional (2017); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020); SuperConcepts Specialist SMSF Course, The University of Adelaide (2025)
- Memberships
- Australian and New Zealand Institute of Insurance and Finance; 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 Monika Alicia Krell
Monika Alicia Krell is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Mackay, Queensland (adviser number 000412643).
The licensee Monika advises under is Lifespan Financial Planning Pty Ltd (AFS licence 229892). That authorisation dates from 26 March 2026.
According to the register, Monika first provided financial advice in 2011. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2011), Margin Lending Accreditation Program (DeakinPrime Corporate Education, 2012) and Advanced Diploma of Financial Planning (Kaplan Professional, 2013). Monika is recorded as a member of Australian and New Zealand Institute of Insurance and Finance and Financial Advice Association of Australia (FAAA).
Monika is authorised to advise 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.
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Questions people ask
Is Monika Alicia Krell a registered financial adviser?
Yes. Monika Alicia Krell is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000412643.
Which licensee does Monika Alicia Krell work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Monika Alicia Krell 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.