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Monique Swanepoel, AFA

Investment Adviser
Monique Swanepoel, AFA


DDI: +64 9 986 5181

Mobile: +64 21 245 1137

About Monique

Monique joined Forsyth Barr Whangarei in 2009. She has over 35 years of experience in the financial services industry, including over 20 years as an Investment Adviser.

Monique is an Authorised Financial Adviser (2011) and is accredited as an NZX Adviser.  Her qualifications include a Graduate Diploma in Business Studies endorsed in Personal Financial Planning (Massey University, 2003), a Bachelor of Arts (University of the Witwatersrand, 1981), the Principles of Financial Planning through Adviserlink, and the Associate of Banking Diploma (South Africa, 1988).

Monique has lived with her family in the Whangarei area for over 25 years and has many connections to the community. She is a member of the Northland Chamber of Commerce, and is also an active member of the Rotary Club of Whangarei City.

Monique’s Disclosure statement (90 KB)

Monique is based out of the Whangarei office

Forsyth Barr Investment Advice Whangarei
52 Robert St
Whangarei 0110

PO Box: 1168, Whangarei 0140
Phone: +64 9 986 5180