MONICA ANNE MAGUIRE

Financial Adviser ยท Cowra, NSW

Registered

Registration Number

000409402

Registration Status

Registered

Location

Cowra, NSW 2794

Providing Advice Since

2000

Registration Date

31/08/2012

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

๐Ÿ“š Qualifications & Training

1999 - Bachelor of Business (Banking & Finance) - Bachelor Degree (AQF 7) - Charles Sturt University
2002 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Securities Institute Education
2016 - Self Managed Superannuation Funds - Other - Kaplan Higher Education Pty Limited
2023 - Commercial Law - Other - Kaplan Higher Education Pty Limited
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited

โ„น๏ธ 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.