Financial Adviser · MOOLOOLABA, QLD

Megan Eichhorn

MOOLOOLABA, QLD

11 Years experience

Tax advice
authorised

ASIC Registered · ADV 001235451

Currently at

Tayme Financial Group

Bundall, QLD (firm address)

View firm profile

About Megan Eichhorn

Megan Eichhorn is a financial adviser based in Mooloolaba, Queensland, with 11 years of experience in the financial services industry since 2015. Megan is currently authorised under Matrix Planning Solutions Limited, operating through Tayme Financial Group. 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 (CFP) Education Program from FPA Australia. Megan is a member of Certified Financial Planner (CFP) of FAAA.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2015

Advanced Diploma of Financial Planning

Kaplan Professional

2015

Bachelor of Business (Management & Human Resource Management)

Griffith University

2015

Diploma of Financial Planning

Kaplan Professional

2015

Securities and Managed Investments Course (DFP4)

Kaplan Professional

2018

Certified Financial Planner (CFP) Education Program

FPA Australia

2020

Self Managed Superannuation Funds Course

Kaplan Professional

2021

Accredited Aged Care Professional Program

Aged Care Steps

2024

Ethics and Professionalism in Financial Advice Course (FPC002B)

Ethics - Kaplan Higher Education

2025

Client Engagement Skills Course (FPC007B)

Behavioural Finance - Kaplan Higher Education

2025

Economic and Legal Context for Financial Planning Course (FPC001B)

Regulation & Legal Obligations - Kaplan Higher Education

Registration History

Matrix Planning Solutions Limited

Feb 2025 - Present Current

Matrix Planning Solutions Limited

Feb 2020 - Jan 2025 Ceased

Financial Wisdom Limited

Sep 2015 - Feb 2020 Ceased

Not authorised to provide personal advice on Securities

Source: ASIC Financial Advisers Register