Financial Adviser
· BEECROFT, NSW
Mona Moorjani
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000450388
Mona Moorjani is a financial adviser based in Beecroft, New South Wales, with 13 years of experience in the financial services industry. Mona is currently authorised under Archer Private Wealth Pty Ltd. Mona 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 Certified Financial Planner from Financial Advice Association of Australia Limited.
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
2012
Diploma of Financial Services (Financial Planning)
International Institute of Technology
2019
Master of Financial Planning
Kaplan Higher Education Pty Limited
2021
Certified Financial Planner
Financial Advice Association of Australia Limited
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
Superannuation products excluding Self Managed Superannuation Funds
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
Excluding Self Managed Superannuation Funds
MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register