Our Team

Monica Dignan
Private Client Adviser

With over two decades of experience, Monica has held various roles within the financial services industry, including as a financial adviser, paraplanner, and client services manager. Earlier in her career, she spent 16 years at Centrelink, where she gained valuable experience in program delivery and policy administration.

She takes pride in helping her clients achieve their financial goals while balancing the demands of financial security and enjoying life.

Outside of work, Monica enjoys spending time with family and friends.

Accreditations
  • Master of Financial Planning
  • Bachelor of Business (Financial Planning)
  • Advanced Diploma of Financial Planning
  • Specialist accreditation in SMSF
  • Specialist accreditation in Aged Care
  • Certified Financial Planner (CFP)®
Memberships

Financial Advice Association of Australia (FAAA)

Connect

Your adviser is based at our Wollongong office