Monique Jordan Doney
Financial Adviser in Ashgrove, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003595
- Location
- Ashgrove QLD 4060
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 3 February 2025
- First provided advice
- 2015
- Qualifications
- Bachelor of Commerce with a Major in Finance, The University of Queensland (2014); Bachelor of Economics with a Major in International Trade and Finance, The University of Queensland (2014); Diploma of Financial Planning, International Institute of Technology (2014); Advance Diploma of Financial Planning, Monarch Institute (2015); Master of Financial Planning, Griffith University (2022)
- Memberships
- CFP - Certified Financial Planner (FPA); 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 Monique Jordan Doney
On the Financial Advisers Register kept by ASIC, Monique Jordan Doney appears as a current financial adviser in Ashgrove, Queensland, adviser number 001003595.
The licensee Monique advises under is Lifespan Financial Planning Pty Ltd (AFS licence 229892). The current authorisation started on 3 February 2025.
According to the register, Monique first provided financial advice in 2015. The qualifications listed for Monique include Bachelor of Commerce with a Major in Finance (The University of Queensland, 2014), Bachelor of Economics with a Major in International Trade and Finance (The University of Queensland, 2014) and Diploma of Financial Planning (International Institute of Technology, 2014). Monique is recorded as a member of CFP – Certified Financial Planner (FPA) and 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.
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Questions people ask
Is Monique Jordan Doney a registered financial adviser?
Yes. Monique Jordan Doney is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003595.
Which licensee does Monique Jordan Doney work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Monique Jordan Doney 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.