Monika Alicia Krell
LIFESPAN FINANCIAL PLANNING PTY LTD · Mackay QLD 4740 · Advising since 2011
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
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- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000412643
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- LIFESPAN FINANCIAL PLANNING PTY LTD · AFSL 229892Since 26 March 2026
- Principal business address
- Mackay QLD 4740
- First year providing advice
- 2011
- Can provide tax (financial) advice
- Yes
- Memberships
- Australian and New Zealand Institute of Insurance and Finance; Financial Advice Association of Australia (FAAA)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed discretionary account (MDA) services
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTMar 2026 – presentLIFESPAN FINANCIAL PLANNING PTY LTD · AFSL 229892
- CEASEDAug 2024 – Mar 2026INTERPRAC FINANCIAL PLANNING PTY LTD · AFSL 246638Through authorised representative MAK FINANCIAL ADVICE PTY LTD (no. 001310654)
- CEASEDAug 2019 – Jul 2024INTERPRAC FINANCIAL PLANNING PTY LTD · AFSL 246638Through authorised representative BAN TACS FINANCIAL SOLUTIONS PTY LTD (no. 001266977)
- CEASEDMay 2014 – Jun 2019WESTPAC BANKING CORPORATION · AFSL 233714
- CEASEDJun 2012 – Apr 2014SENTRY FINANCIAL PLANNING PTY LTD · AFSL 247105
- CEASEDOct 2011 – Mar 2012MORGANS FINANCIAL LIMITED · AFSL 235410
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
SuperConcepts Specialist SMSF Course
The University of Adelaide · 2025 · Certificate (AQF 1-4)
Ethics and Professionalism in Financial Advice
Kaplan Professional · 2020 · Bridging Course - Ethics
Master of Financial Planning
Kaplan Professional · 2017 · Masters Degree (AQF 9)
Advanced Diploma of Financial Planning
Kaplan Professional · 2013 · Advanced Diploma (AQF 6)
Margin Lending Accreditation Program
DeakinPrime Corporate Education · 2012 · Professional Designations
Diploma of Financial Services (Financial Planning)
Kaplan Professional · 2011 · Diploma (AQF 5)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Monika Alicia Krell claims the profile.
Reviews
Not yet reviewed
No client has reviewed Monika Alicia Krell on Souffle yet.
Contacting Monika Alicia Krell
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
LIFESPAN FINANCIAL PLANNING PTY LTD · AFSL 229892
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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