Frank Monaghan

Wealth Architects Pty Ltd

Gold
7 Yrs Experience
Tweed Heads, NSW 2485

Frank commenced his financial planning career in 2012 shortly after arriving to Australia’s shores from his native Ireland. Having progressed through the ranks from Client Relationship Manager with a boutique planning firm in Northern New South Wales, Frank has established himself as a fully FASEA compliant senior financial adviser who holds an Advanced Diploma in financial planning, the Fellowship of Chartered Financial Practitioners (FChFP) designation and most recently the Graduate Diploma of Financial Planning. He is also a member of the Association of Financial Advisers (AFA)

With a passion for helping his clients achieve their financial goals, Frank has a keen eye for detail in identifying strategies to improve their position. In doing so, frank has an aptitude for improving his client’s financial literacy, diligently helping them make better informed, prudent financial decisions. His loyal client base attest to his friendly, straightforward approach that compliments his professional integrity.

When not in the office, Frank enjoys camping trips, exploring the great outdoors with his wife Sharne and their two young sons. He is also fitness conscious, attends the gym regularly and plays goalkeeper for a local indoor soccer club.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.88
  • Number of reviews 36
  • First year providing advice 2017
  • Years of experience 7
  • Highest qualifications
    • Fellow Chartered Financial Practitioner (FChFP)
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Wealth Architects Pty Ltd

39 Wharf St
Tweed Heads, NSW 2485

Licensed by

Insight Investment Services Pty Ltd

AFSL 309996