Financial Adviser
· JUNORTOUN, VIC
Phillip Monaghan
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002063
Phillip Monaghan is a financial adviser based in Junortoun, Victoria, with 27 years of experience in the financial services industry since 1999. Phillip is currently authorised under Regional Wealth. Phillip holds authorisations to advise on superannuation, life insurance, managed investments and securities, as well as tax financial advice services (TFAS). Phillip holds a Diploma of Financial Services (Financial Planning) from TRIBECA. Phillip is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Managed Investments
Securities
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2006
Diploma of Financial Services (Financial Planning)
TRIBECA
Registration History
VICSUPER PTY LTD
VicSuper representatives are limited to providing financial product advice on VicSuper products; ESSSuper - Revised, New, SERB and Transport Schemes; providing advice on whether a member should consolidate or roll over their superannuation holdings into VicSuper (excluding personal advice on self-managed superannuation funds); and general superannuation matters.
Source: ASIC Financial Advisers Register