Barney Monaghan

Private Wealth Associate Adviser

"My focus is ensuring that our clients have appropriate protection in place and providing them with peace of mind, knowing that they'll be better able to meet their financial goals, even when things don't go to plan."

With significant experience in Risk and Corporate Benefits, Barney has a strong technical understanding of the life insurance industry and knows firsthand the importance of having financial protection in place at claim time. He has a passion for ensuring our clients and their families have the financial security they need, when they need it most.

Areas of expertise

  • Executive and SME  Life  Insurance
  • Buy Sell & Shareholder Insurances
  • Corporate Employee Benefits

Barney Monaghan loves

  • My family is my primary source of joy and pride.
  • Whether travelling along the Australian coast, or trying new recipes in the kitchen, it’s always more fun when I’m with my wife Emily and daughter Isabelle.  

Qualifications

  • Bachelor of Arts 
  • Diploma of Financial Planning 

Membership & associations

  • Association of Financial Advisers (AFA) 
  • Registered Tax (Financial) Adviser with the Tax Practitioners Board 

Areas of expertise

  • Executive and SME  Life  Insurance
  • Buy Sell & Shareholder Insurances
  • Corporate Employee Benefits

Qualifications

  • Bachelor of Arts 
  • Diploma of Financial Planning 

Membership & associations

  • Association of Financial Advisers (AFA) 
  • Registered Tax (Financial) Adviser with the Tax Practitioners Board 

Barney Monaghan loves

  • My family is my primary source of joy and pride.
  • Whether travelling along the Australian coast, or trying new recipes in the kitchen, it’s always more fun when I’m with my wife Emily and daughter Isabelle.