Authorised Financial Adviser (AFA)
03 211 2347 (DDI)
0800 727 2265
- Wealth Management & Accumulation
- Portfolio Management
- Investment Advisory
- Retirement Planning
- Immigration compliant portfolios
- Business Bank Management within the Commercial Banking Industry
- Residential Lending
- Investment Advice
Qualifications & Memberships
- Authorised Financial Adviser (AFA)
- National Certificate in Financial Services (Financial Advice) (Level 5)
Monique has over 25 years’ experience in the financial services industry; including management positions within the Retail/Commercial Banking sectors which enables her to bring to the table a broad depth of knowledge and experience that is respected amongst clients and peers.
Monique Morton is an investment specialist, assisting clients to create, protect and/or grow their wealth, in order to achieve their long-term financial goals. Monique has a varied client base with significant funds under management.
Monique’s disclosure statement is available upon request and free of charge.