Monika Ponmoon

Ban Tacs Financial Solutions Pty Ltd

5.00
1 Review
Gold
11 Yrs Experience
Mackay, QLD 4740

Recent reviews

Ban Tacs Financial Solutions Pty Ltd

43 Sydney St
Mackay, QLD 4740

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets

My fees

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

Licensed by

Interprac Financial Planning Pty Ltd

AFSL 246638

5.00
1 Review
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1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

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

  • Insurance Protection

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Margin Lending

Level
0 - Training / Exam / Other
Institution
Deakin University
Completed
2012

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2017

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2013

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2013

Professional Memberships

Australian and New Zealand Institute of Insurance and Finance (ANZIIF)

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
Associate
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