Francis Gerald Monaghan
Financial Adviser in Brisbane, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001259953
- Location
- Brisbane QLD 4000
- Licensee
- Insight Investment Services Pty Ltd (AFSL 309996)
- Authorised since
- 1 September 2021
- First provided advice
- 2017
- Qualifications
- Advanced Diploma of Financial Planning, International Institute of Technology Pty Ltd (IIT) (2017); Tier 1 Margin Lending Personal Advice, Kaplan Professional (2017); AFA Fellow Chartered Financial Practitioner (FChFP), Campusafa (2019); Graduate Diploma of Financial Planning, Kaplan Professional (2021); Introduction to Self Managed Superannuation Funds, Kaplan Professional (2021)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Francis Gerald Monaghan
On the Financial Advisers Register kept by ASIC, Francis Gerald Monaghan appears as a current financial adviser in Brisbane, Queensland, adviser number 001259953.
Advice is given under the Australian financial services licence of Insight Investment Services Pty Ltd, licence number 309996. The current authorisation started on 1 September 2021.
The register records 2017 as the year Francis first provided financial advice. The qualifications listed for Francis include Advanced Diploma of Financial Planning (International Institute of Technology Pty Ltd (IIT), 2017), Tier 1 Margin Lending Personal Advice (Kaplan Professional, 2017) and AFA Fellow Chartered Financial Practitioner (FChFP) (Campusafa, 2019). Francis is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Francis Gerald Monaghan a registered financial adviser?
Yes. Francis Gerald Monaghan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001259953.
Which licensee does Francis Gerald Monaghan work under?
Insight Investment Services Pty Ltd, Australian financial services licence 309996.
What can Francis Gerald Monaghan give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending.