Beanca Monks

Executive summary

Beanca is a Wealth Adviser in BDO's Private Wealth team in Brisbane. She has a passion for delivering bespoke financial strategies for high net worth individuals and families. Beanca believes a tailored approach is key to navigating wealth management's complexities, and has built a reputation for excellence and personalised client service.

Leveraging her deep industry knowledge and strategic insight, she partners with clients to help them achieve their most important financial goals. Beanca’s empathetic nature and strategic mindset make her a trusted adviser to those seeking sophisticated financial guidance and a long-term partnership built on trust and understanding. 

She began her financial services career in 2016, and joined BDO in 2017.

Expertise

• Holistic financial planning 
• Investment portfolio construction and ongoing management
• Superannuation and retirement planning 
• Generational wealth management 
• Estate planning 
• Wealth protection and risk insurance
• Budgeting and cash flow (including debt repayment strategies) 
• Divorce and separations 
• Self-managed superannuation funds 

Qualifications and affiliations

• Bachelor of Commerce (Financial Planning)
• Bachelor of Business (International Management)
• Member, Financial Planning Association of Australia (FPA)