ANTHONY JAMES MONAGHAN

Financial Adviser · Canberra, ACT

Registered

Registration Number

000263418

Registration Status

Registered

Location

Canberra, ACT 2601

Providing Advice Since

1989

Registration Date

03/12/2012

Financial Services Licensee

A.C.N. 133 593 012 PTY LTD

Licence #000331367

📚 Qualifications & Training

2002 - PS 146 Superannuation and Insurance (Core and Life) - - Financial Services Training & Assessment
2003 - PS 146 Training Course 1 Managed Investments and Securities - - Financial Services Training & Assessment
2003 - PS 146 Training Course 2 Life Insurance and Insurance Broking - - Financial Services Training & Assessment
2012 - 926 Financial Planning - - Kaplan Professional Education

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.