Monica began her career in the financial services industry in 1997 at Prudential Bache Securities (now Macquarie Equities) as a Dealer’s Assistant, assisting stockbrokers with Initial Public Offerings and share trading for personal, corporate and institutional investors. From there Monica then moved into the Financial Planning realm in 2000 as a Client Services Officer with Gary Hasler at Professional Investment Management which was soon amalgamated with Home Financial Planning.

When Boutique broke ground in July 2003, she was integral in the set-up of the processes and procedures and helped transition existing clients and other businesses into the Boutique fold whilst continuing to assist clients with their day-to-day administration requirements. Monica enjoys a dual role within Boutique.

As a Client Manager, she provides financial planning support for clients, client reporting and liaising with fund managers and other institutions. Monica has completed her Diploma of Financial Services and Financial Planning.