Financial Adviser · OSBORNE PARK, WA

Janet Maguire

16 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000345250

Janet Maguire is a financial adviser based in Osborne Park, Western Australia, with 16 years of experience in the financial services industry. Janet is currently authorised under Charter Financial Planning Limited. Janet 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 Advanced Diploma of Financial Services (Financial Planning) from Kaplan Higher Education Pty Limited.

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

2006

Diploma of Financial Services (Financial Planning)

Tribeca

2012

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2017

ASX Listed Product Accreditation Course (LPAC)

LPAC Online

2019

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Feb 2010 - Present Current

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