Steven Monaco Associate Director - Authorised Representative (339526) of Hood Sweeney Securities Pty Ltd AFS Licence No. 220897
Steven Monaco is an Associate Director and Certified Financial Planner® practitioner in financial planning and investment services at Hood Sweeney.
Steven joined Hood Sweeney in 2008 and has developed his skills by working within corporate superannuation and as a technical analyst.
He provides advice to a range of clients, primarily trustees of self managed superannuation funds.
With the provision of personalised service and tailored advice, Steven works closely with clients to help them achieve their financial and lifestyle goals.
Steven is committed to the highest ethical standards in financial planning and ongoing education. He holds a number of post-graduate qualifications and is a member of the Hood Sweeney Securities Investment Committee.
Steven’s skills are particularly appropriate for clients seeking professional advice in the area of superannuation and retirement planning, investments and portfolio management, self-managed superannuation funds, wealth protection and estate planning.
- CERTIFIED FINANCIAL PLANNER® practitioner, FPA
- Graduate Diploma of Global Wealth Management, University of Adelaide
- Bachelor of Finance, University of Adelaide
- Bachelor of Economics, University of Adelaide
- Diploma of Financial Services (FP) Kaplan
- SMSF Specialist Adviser™, SPAA
Authorised Representative No. 339526
Australian Financial Services Licence No. 220897