Topline | Daz Monnekulame

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Daz Monnekulame

Senior Financial Planner at Financially Sorted

Intro Book

Experienced financial planner with a strong background in superannuation and financial planning.

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Location

Melbourne, Victoria, Australia, AU

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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$120.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Daz has over 15 years of experience in financial planning, which is a significant amount of time. He holds various diplomas and degrees in financial services and economics, which adds to his credibility. Skills like superannuation, margin lending, and financial planning are in demand, especially in Australia. Considering his experience, education, and location (Melbourne, Australia), I’d estimate his hourly rate to be around $120. This is slightly lower than what I’d expect for a senior financial planner in a large city like Sydney or Melbourne, but it’s still a competitive rate for someone with his experience and qualifications in a smaller city like Melbourne.

Bio

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Topline AI

Daz Monnekulame is a seasoned financial planner with over 15 years of experience in providing expert advice on superannuation, margin lending, and financial planning. He holds various diplomas and degrees in financial services and economics from reputable institutions. Daz has worked with several prominent companies, including Financially Sorted, HESTA, and Bank of Melbourne, in roles such as Senior Financial Planner, Superannuation Adviser, and Financial Planner.

Experience

Financially Sorted
- Melbourne, Victoria, Australia
- Senior Financial Planner
  - Feb 2018 - Aug 2023
  - Melbourne, Victoria, Australia
HESTA
- Superannuation Adviser
  - Sep 2014 - Dec 2017
Bank of Melbourne
- Melbourne, Australia
- Financial Planner
  - Aug 2013 - Sep 2014
  - Melbourne, Australia
The Advantage Group Financial Planning Pty Ltd
- Boronia
- Financial Planner
  - Aug 2011 - Aug 2013
  - Boronia
Palmer Newman Ricardo Pty Ltd
- Mount Waverley
- Paraplanner/Financial Planner
  - Feb 2009 - Aug 2011
  - Mount Waverley

Education

Kaplan Professional
Accredited Listed Product Adviser Program
Mentor Education
Self Managed Superannuation Funds
International Institute of Technology
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
Margin Lending and Geared Investments
Mentor Education
Diploma of Financial Services (Financial Planning)
University of Melbourne
Bachelor of Commerce - BCom, Economics

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting”

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Daz Monnekulame

Refer a Friend to Get
100 Credits For FREE

$120.0

Hourly Rate