Data sourced from ASIC Financial Advisers Register
Financial Adviser · WARNERS BAY, NSW

Megan Jane Rich

WARNERS BAY, NSW
21 Years experience
Tax advice
authorised
ASIC Registered · ADV 001006310
Currently at
Akumin Financial Planning
Sydney, NSW (firm address)
View firm profile

About Megan Jane Rich

Megan Jane Rich is a financial adviser based in Warners Bay, New South Wales, with 21 years of experience in the financial services industry since 2005. Megan is currently authorised under Akumin Financial Planning. Megan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Megan's qualifications include a Certified Financial Planner from Financial Planning Association of Australia (FPA). Megan 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 Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2000
Diploma of Financial Markets
Securities Institute
2003
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2008
Certified Financial Planner
Financial Planning Association of Australia (FPA)
2011
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2023
Accredited Aged Care Professional
Aged Care Steps
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Nov 2021 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Akumin Financial Planning Pty Limited
Jul 2021 - Sep 2021 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Psk Advisory Services Pty Ltd
Apr 2005 - Jul 2021 Ceased
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