MONIQUE JORDAN DONEY
Financial Adviser · Brisbane, QLD
📚 Qualifications & Training
2014 - Bachelor of Commerce with a Major in Finance - Bachelor Degree (AQF 7) - The University of Queensland
2014 - Bachelor of Economics with a Major in International Trade and Finance - Bachelor Degree (AQF 7) - The University of Queensland
2014 - Diploma of Financial Planning - Diploma (AQF 5) - International Institute of Technology
2015 - Advance Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute
2022 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University
🏢 Professional Memberships
CFP - Certified Financial Planner (FPA)
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.