Phillip Monaghan
Financial Adviser in Junortoun, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002063
- Location
- Junortoun VIC 3551
- Licensee
- Regional Wealth Pty Ltd (AFSL 536535)
- Authorised since
- 31 January 2024
- First provided advice
- 1999
- Qualifications
- Diploma of Financial Services (Financial Planning), TRIBECA (2006)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, deposit and payment products
- Tax (financial) advice
- Yes
- Register status
- Current
About Phillip Monaghan
Phillip Monaghan is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Junortoun, Victoria (adviser number 001002063).
Advice is given under the Australian financial services licence of Regional Wealth Pty Ltd, licence number 536535. That authorisation dates from 31 January 2024.
According to the register, Phillip first provided financial advice in 1999. The qualifications listed for Phillip include Diploma of Financial Services (Financial Planning) (TRIBECA, 2006). Phillip 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 and deposit and payment products. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Phillip Monaghan a registered financial adviser?
Yes. Phillip Monaghan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002063.
Which licensee does Phillip Monaghan work under?
Regional Wealth Pty Ltd, Australian financial services licence 536535.
What can Phillip Monaghan give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; deposit and payment products.