Monica Knight

Your Planning Partners

Silver
5 Yrs Experience
Pine Mountain, QLD 4306
I started my journey in the financial services industry straight after finishing High School in 2000. During my working career I have experienced a variety of roles including: ? bank teller ? Home/Contents, Vehicle and other general insurance specialist ? Mortgage and Loans Officer ? Life/TPD, Trauma and Income Protection Insurance Consultant/Administrator ? Superannuation Consultant I joined Total Wealth team as a Para Planner in February 2015 but then found that I wanted to move into a more specialised financial planning role. Because of my extensive industry knowledge I have had the opportunity to learn many of the real life skills required to develop the best strategies for our clients, from the clients perspective. I pride myself on my warm and personal approach while always putting our clients best interests at the top of my priorities. I endeavour to find out what is most important to each client and ensure that a long term partnership is developed. I love nothing more than seeing my clients achieve their lifestyle and financial goals. Being trusted enough to take the journey  into their financial success is overwhelmingly emotional. For me and the clients.  I'm TWM's specialist for Superannuation, Life Insurance, Total Permanent Disablement Insurance (TPD), Trauma Insurance and Income Protection Insurance. I endeavour to continue to further my studies in the Financial Planning industry. Furthering my knowledge will inturn provide my clients with more choices to enhance their financial prosperity.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Because the best financial advice takes into account your individual circumstances and financial objectives, there isn't any one set fee to charge everyone. The fee structure changes from client to client and is determined by the complexity of the advice which includes assessing; the goals and objectives, time frame to complete goals, the implementation process and any research that may be required. The ongoing advice fee can be declined or reduced in frequency if the client feels that they have achieved their objectives.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 6
  • First year providing advice 2017
  • Years of experience 5
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Your Planning Partners

15 Evergreen Lane
Pine Mountain, QLD 4306

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

The Financiallink Group Pty Ltd

AFSL 240938

5.00
6 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—6 of 6

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5.00

"Monica has always been very helpful and pleasant to deal with and gone the extra mile to help us with our investments. Our inquiries are always attended to promptly."

  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Monica is a easy lady to communicate with,extremely helpful with any subject,no issues raised are to hard to rectify,have recommended Monica to previous people in the past and will continue to do in the future, I have no fears that my investments are in good hands and can continue to enjoy my retirement, thank you Monica."

  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Always follows up & keeps me informed."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Monica is passionate about insurance and is helping us to ensure our financial future is secure no matter what life throws at us. Vanessa 4305"

  • Insurance Protection
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We love going to see Monica she always greets you with a friendly smile. Monica's advice is always appreciated."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Monicas' professional and friendly manner immediately gave me a calm confidence in assisting me to take my first independant steps to changing my retirement and superannuation portfolio. Her advice was all encompassing and included insurance coverage that I had not previously considered. Plus she accessed the best premiums and prices. Monica demonstrated a knowledgeable and caring attitude with me, which showed how dedicated she is with her professional life and her dealings with people."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—6 of 6

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

ASIC RG146 (Self Managed Superannuation Funds)

Level
0 - Training / Exam / Other
Institution
Financial Education Professionals
Completed
2020

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
International Institute of Technology (IIT)
Completed
2021

Securities and Managed Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2017

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2016

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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