Financial Adviser · COWRA, NSW

Monica Anne Maguire

26 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000409402

Monica Anne Maguire is a financial adviser based in Cowra, New South Wales, with 26 years of experience in the financial services industry. Monica is currently authorised under Charter Financial Planning Limited. Monica 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 Bachelor of Business (Banking & Finance) from Charles Sturt University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

1999

Bachelor of Business (Banking & Finance)

Charles Sturt University

2002

Graduate Diploma in Financial Planning

Securities Institute Education

2016

Self Managed Superannuation Funds

Kaplan Higher Education Pty Limited

2023

Commercial Law

Kaplan Higher Education Pty Limited

2025

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

May 2023 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Charter Financial Planning Limited

Aug 2012 - Oct 2020 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

JIGSAW SUPPORT SERVICES PTY LIMITED

Aug 2011 - Aug 2012 Ceased

Source: ASIC Financial Advisers Register