Financial Adviser
· BRISBANE, QLD
Beanca Catherine Monks
No disciplinary history on record with ASIC
BRISBANE,
QLD
5
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001287656
About Beanca Catherine Monks
Beanca Catherine Monks is a financial adviser based in Brisbane, Queensland, with 5 years of experience in the financial services industry since 2021. Beanca is currently authorised under BDO Private Wealth Advisers. Beanca holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Beanca's qualifications include a Bachelor of Business. Beanca is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2013
Introduction to Business Law
Griffith University
2016
Taxation Planning
Griffith University
2017
Bachelor of Business
2017
Bachelor of Commerce
2023
FPC002B Ethics and Professionalism in Financial Advice.
Ethics - Kaplan Higher Education