Financial Adviser
· BRISBANE, QLD
Francis Gerald Monaghan
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001259953
Francis Gerald Monaghan is a financial adviser based in Brisbane, Queensland, with 9 years of experience in the financial services industry. Francis is currently authorised under Insight Investment Services Pty Ltd. Francis 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 Graduate Diploma of Financial Planning from Kaplan Professional. Francis is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2017
Advanced Diploma of Financial Planning
International Institute of Technology Pty Ltd (IIT)
2017
Tier 1 Margin Lending Personal Advice
Kaplan Professional
2019
AFA Fellow Chartered Financial Practitioner (FChFP)
Campusafa
2021
Graduate Diploma of Financial Planning
Kaplan Professional
2021
Introduction to Self Managed Superannuation Funds
Kaplan Professional
Registration History
ACN 608 358 461 PTY LTD
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
One off licensee approval is required for products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register