Monica Anne Maguire
Financial Adviser in Cowra, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000409402
- Location
- Cowra NSW 2794
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 12 May 2023
- First provided advice
- 2000
- Qualifications
- Bachelor of Business (Banking & Finance), Charles Sturt University (1999); Graduate Diploma in Financial Planning, Securities Institute Education (2002); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2016); Commercial Law, Kaplan Higher Education Pty Limited (2023); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (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, 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 Monica Anne Maguire
Monica Anne Maguire is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Cowra, New South Wales (adviser number 000409402).
Advice is given under the Australian financial services licence of Charter Financial Planning Limited, licence number 234665. That authorisation dates from 12 May 2023.
The register records 2000 as the year Monica first provided financial advice. The qualifications listed for Monica include Bachelor of Business (Banking & Finance) (Charles Sturt University, 1999), Graduate Diploma in Financial Planning (Securities Institute Education, 2002) and Self Managed Superannuation Funds (Kaplan Higher Education Pty Limited, 2016).
The authorisation covers advice 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 Monica Anne Maguire a registered financial adviser?
Yes. Monica Anne Maguire is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000409402.
Which licensee does Monica Anne Maguire work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Monica Anne 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."