FRANCIS GERALD MONAGHAN
Financial Adviser · Tweed Heads, NSW
📚 Qualifications & Training
2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - International Institute of Technology Pty Ltd (IIT)
2017 - Tier 1 Margin Lending Personal Advice - Other - Kaplan Professional
2019 - AFA Fellow Chartered Financial Practitioner (FChFP) - Professional Designations - Campusafa
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2021 - Introduction to Self Managed Superannuation Funds - Other - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.