13000 BAN TACS (1300 022 682)

Monika Ponmoon

Monika Ponmoon – Financial Planner

We now have a full time financial planner in our Mackay office! Monika has more than 30 years’ experience in Financial Services. She likes to refer to herself as a financial coach. But she brings much more than that to our team and certainly rounds out all our areas of expertise.

Monika specialises in:

  • Retirement planning
  • Financial planning and Investment advice
  • Wealth Creation and Protection
  • Personal Risk Protection
  • Superannuation
  • Managed Investments
  • Self-managed Superannuation Funds (SMSFs)
  • UK Pension Transfers

She is available for a free initial consultation, after that her time is billed on an hourly rate in the true fee for service environment of BAN TACS Financial Solutions. Just ring 0455 488 949

Authorised Representative No. 412643