Mona Moorjani
Financial Adviser in Beecroft, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000450388
- Location
- Beecroft NSW 2119
- Licensee
- Archer Private Wealth Pty Ltd (AFSL 553554)
- Authorised since
- 1 July 2024
- First provided advice
- 2013
- Qualifications
- Diploma of Financial Services (Financial Planning), International Institute of Technology (2012); Master of Financial Planning, Kaplan Higher Education Pty Limited (2019); Certified Financial Planner, Financial Advice Association of Australia Limited (2021); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2025)
- 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, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Mona Moorjani
Mona Moorjani is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Beecroft, New South Wales (adviser number 000450388).
Advice is given under the Australian financial services licence of Archer Private Wealth Pty Ltd, licence number 553554. The current authorisation started on 1 July 2024.
According to the register, Mona first provided financial advice in 2013. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (International Institute of Technology, 2012), Master of Financial Planning (Kaplan Higher Education Pty Limited, 2019) and Certified Financial Planner (Financial Advice Association of Australia Limited, 2021).
Mona 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.
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Questions people ask
Is Mona Moorjani a registered financial adviser?
Yes. Mona Moorjani is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000450388.
Which licensee does Mona Moorjani work under?
Archer Private Wealth Pty Ltd, Australian financial services licence 553554.
What can Mona Moorjani 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; managed discretionary account services.