Financial Adviser
· NORTH SYDNEY, NSW
Barnabas Monaghan
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000300666
Barnabas Monaghan is a financial adviser based in North Sydney, New South Wales, with 22 years of experience in the financial services industry. Barnabas is currently authorised under The Lunar Group Pty Limited. Barnabas holds authorisations to advise on superannuation, life insurance, life insurance investments and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a BA (Phil) from Flinders University. Barnabas is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2000
BA (Phil)
Flinders University
2008
Dip FS (FP)
Kaplan Professional
2022
Ethics & Professionalism in Financial Advice
Ethics - Kaplan