Financial Adviser
· CANBERRA, ACT
Anthony James Monaghan
No disciplinary history on record with ASIC
37
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000263418
Anthony James Monaghan is a financial adviser based in Canberra, Australian Capital Territory, with 37 years of experience in the financial services industry. Anthony is currently authorised under Matrix Planning Solutions Limited. Anthony holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a PS 146 Superannuation and Insurance (Core and Life) from Financial Services Training & Assessment.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2002
PS 146 Superannuation and Insurance (Core and Life)
Financial Services Training & Assessment
2003
PS 146 Training Course 1 Managed Investments and Securities
Financial Services Training & Assessment
2003
PS 146 Training Course 2 Life Insurance and Insurance Broking
Financial Services Training & Assessment
2012
926 Financial Planning
Kaplan Professional Education
Registration History
A.C.N. 133 593 012 PTY LTD
Excludes SMSF
Source: ASIC Financial Advisers Register