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Frank Monaghan

Frank Monaghan

Senior Financial Adviser

BA (Hons), GDipFinPlan 

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.

E: frank@wealtharchitects.com.au
M: 0412 250 652

Locations

Wealth Architects Tweed 39 Wharf Street, Tweed Heads NSW 2485

My Advice Specialties

Tax-Minimisation

Ownership structuring and tax optimisation

Retirement

Life, TPD, trauma and income protection

Investment

Business keyperson insurance

Estate equalisation and family security

See what our clients say:

Bonnie
BonnieClient of Wealth Architects Brisbane North
I would highly recommend Katrina Robbins and her team to anyone who wants to achieve a secure financial future for themselves and their families. Katrina is dedicated, reliable and knowledgeable. She demonstrates great insights into the Australian and International financial markets. Her financial advice has always been professional, well-considered and evidence-based. I would not have achieved my financial goals without Katrina's expertise and guidance.
Alan
AlanClient of Wealth Architects Melbourne
We've been dealing with Kim Siauw and his team from Wealth Architects for over 5 years. We've always received excellent service, advice, and communication. Kim and the team always take on board our needs and concerns, and provide excellent explanations and unbiased information. Highly recommended.
David
DavidClient of Wealth Architects Melbourne
We have been dealing with Wealth Architects for many years now and have found Kim and his team to be excellent. Always approachable, great advice and explanations allowing us to improve our portfolio. I have no hesitation in recommending Wealth Architects to look after your financial needs.

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