Monica Patricia Dignan
Financial Adviser in North Wollongong, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000249894
- Location
- North Wollongong NSW 2500
- Licensee
- PSK Advisory Services Pty Ltd (AFSL 234656)
- Authorised since
- 1 July 2023
- First provided advice
- 2004
- Qualifications
- 8 unit Diploma of Financial Planning, Financial Advice Association Australia (FAAA) (2001); Certified Financial Planner (CFP), Financial Advice Association Australia (FAAA) (2005); Bachelor of Business, Financial Planning with Distinction, Royal Melbourne Institute of Technology (2013); Master of Financial Planning, Kaplan Professional (2019)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds
- 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 Patricia Dignan
On the Financial Advisers Register kept by ASIC, Monica Patricia Dignan appears as a current financial adviser in North Wollongong, New South Wales, adviser number 000249894.
The licensee Monica advises under is PSK Advisory Services Pty Ltd (AFS licence 234656). That authorisation dates from 1 July 2023.
According to the register, Monica first provided financial advice in 2004. Qualifications and training on file include 8 unit Diploma of Financial Planning (Financial Advice Association Australia (FAAA), 2001), Certified Financial Planner (CFP) (Financial Advice Association Australia (FAAA), 2005) and Bachelor of Business, Financial Planning with Distinction (Royal Melbourne Institute of Technology, 2013). Professional memberships recorded: 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 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “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 Patricia Dignan a registered financial adviser?
Yes. Monica Patricia Dignan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000249894.
Which licensee does Monica Patricia Dignan work under?
PSK Advisory Services Pty Ltd, Australian financial services licence 234656.
What can Monica Patricia Dignan 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. 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."