Janet Maguire
Financial Adviser in Osborne Park, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000345250
- Location
- Osborne Park WA 6017
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 26 February 2010
- First provided advice
- 2010
- Qualifications
- Diploma of Financial Services (Financial Planning), Tribeca (2006); Advanced Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2012); ASX Listed Product Accreditation Course (LPAC), LPAC Online (2017); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2019)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Janet Maguire
On the Financial Advisers Register kept by ASIC, Janet Maguire appears as a current financial adviser in Osborne Park, Western Australia, adviser number 000345250.
The licensee Janet advises under is Charter Financial Planning Limited (AFS licence 234665). The current authorisation started on 26 February 2010.
According to the register, Janet first provided financial advice in 2010. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Tribeca, 2006), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2012) and ASX Listed Product Accreditation Course (LPAC) (LPAC Online, 2017).
Janet is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Janet Maguire a registered financial adviser?
Yes. Janet Maguire is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000345250.
Which licensee does Janet Maguire work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Janet Maguire give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."