Data sourced from ASIC Financial Advisers Register
Financial Adviser · NORTH WOLLONGONG, NSW

Monica Patricia Dignan

NORTH WOLLONGONG, NSW
22 Years experience
Tax advice
authorised
ASIC Registered · ADV 000249894
Currently at
Psk Financial Services Group
Sydney, NSW (firm address)
View firm profile

Monica Patricia Dignan is a financial adviser based in North Wollongong, New South Wales, with 22 years of experience in the financial services industry since 2004. Monica is currently authorised under Psk Advisory Services, operating through Psk Financial Services Group. Monica holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Monica's qualifications include a Certified Financial Planner (CFP) from Financial Advice Association Australia (FAAA). Monica is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities 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

2001
8 unit Diploma of Financial Planning
Financial Advice Association Australia (FAAA)
2005
Certified Financial Planner (CFP)
Financial Advice Association Australia (FAAA)
2013
Bachelor of Business, Financial Planning with Distinction
Royal Melbourne Institute of Technology
2019
Master of Financial Planning
Kaplan Professional

Registration History

Psk Advisory Services Pty Ltd
Jul 2023 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Genium Investment Consultants Pty Ltd & Genium Investment Research Pty Ltd
Feb 2004 - Jun 2023 Ceased
No restrictions - it was identified that 'all securities' was not checked on the last update. This was an error / oversight, the adviser has been authorised to provide advice on all securities since commencement

Source: ASIC Financial Advisers Register