Financial Adviser
· SUBIACO, WA
Matthew Monaco
No disciplinary history on record with ASIC
SUBIACO,
WA
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001239573
About Matthew Monaco
Matthew Monaco is a financial adviser based in Subiaco, Western Australia, with 10 years of experience in the financial services industry since 2016. Matthew is currently authorised under Insight Investment Services. Matthew holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Matthew's qualifications include a Bachelor of Commerce (Property) from Curtin University of Technology. Matthew is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2011
Bachelor of Commerce (Property)
Curtin University of Technology
2015
Diploma of Financial Planning
Kaplan Professional
2017
Advanced Diploma of Financial Planning
Kaplan Professional
2018
Self Managed Superannuation Funds
Kaplan Professional
2018
Tier 1 Margin Lending
Kaplan Professional
2025
Ethics and Professionalism
Ethics - Kaplan Professional
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register