Mon Palany profile photo

Mon Palany

Prospa Financial Pty Ltd

Bronze
1 Yr Experience
Albert Park, VIC 3206

I am an Associate Adviser at Prospa Financial Pty Ltd in Melbourne, Australia, and am currently completing my Professional Year to become a fully qualified financial adviser. With a Bachelor’s degree in Financial Planning and Data Analytics, I bring a unique combination of technical expertise and data-driven insights to help clients achieve their financial goals.

Having successfully cleared the FASEA exam on my first attempt, I am committed to maintaining the highest standards of professionalism and ethical practice in my advisory services. My passion lies in empowering clients to take control of their finances through education, equipping them with the knowledge and tools to make informed decisions that create lasting impact on their lives and financial future.

With over 5 years of experience at TAL, Australia’s largest insurance company, I have developed in-depth expertise in personal insurance, underwriting, and claims processes. This allows me to provide tailored risk management solutions that align with my clients’ unique needs and goals.

Whether it’s planning for retirement, safeguarding wealth, or achieving financial freedom, I am dedicated to guiding my clients every step of the way. Let’s work together to create a secure and successful financial future.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets

My fees

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

At a glance

  • Adviser status Bronze
  • Years of experience 1
  • Highest qualification
    • Bachelor of Business (Financial Planning)
  • Language spoken
    • English

Prospa Financial Pty Ltd

Level 1, 36 Mills St
Albert Park, VIC 3206

Licensed by

Advice Evolution

AFSL 342880