Beanca Monks

Beanca is a dedicated and empathetic adviser who is committed to providing exceptional client service.

Beanca began working in the financial services industry in 2016, before joining BDO Private Wealth Advisers in 2017.

She is highly motivated to assist clients in achieving what is important to them, and believes in tailored financial advice, not a one-size-fits-all approach.

Beanca is also focussed on enhancing the advice experience of all BDO Private Wealth clients. Through her involvement with strategic groups, she provides leadership, planning and coordination of new initiatives that deliver continuously improved outcomes for clients.

Services

• Holistic financial planning
• Investment portfolio management
• Superannuation and Retirement planning
• Wealth Protection
• Centrelink support
• Estate Planning

Qualifications

• Bachelor of Commerce (Financial Planning)
• Bachelor of Business (International Management)

Affiliations

• The Financial Planning Association of Australia (FPA)