Client Service Focus
Monica is a client-focused professional with a strong background in financial services, spanning financial planning, home lending, banking, and general insurance. Her diverse experience has helped develop her expertise in client servicing, compliance, and financial administration.
As an Account Manager at Empire Financial Group, Monica brings professionalism, attention to detail, and a genuine commitment to delivering outstanding client outcomes.
Experience
Monica gained extensive experience across financial services and client support roles as Client Services Manager at Blue Edge Financial Planning. She managed client relationships and financial plan implementation, supported new business applications, and streamlined operational processes to deliver seamless advisor and client experiences. Earlier, as a Client Services Officer at Australian Finance Group (AFG), she provided administrative and client support across lending operations, working closely with lenders, brokers, and solicitors to ensure efficient loan processing and strong client retention. Her career began at HBF Insurance as a Member Service Advisor, where she delivered exceptional customer service and policy administration across general insurance.
Education
Monica is currently completing a Bachelor of Commerce at Curtin University, majoring in Management and Marketing.