Financial Adviser
· WODONGA, VIC
Megan Maree Mcgrath
No disciplinary history on record with ASIC
WODONGA,
VIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000232672
About Megan Maree Mcgrath
Megan Maree Mcgrath is a financial adviser based in Wodonga, Victoria, with 26 years of experience in the financial services industry since 2000. Megan is currently authorised under Ri Advice 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 from FPA. Megan is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Certified Financial Planner
FPA
2003
Diploma of Financial Planning ( DFP 1-8)
FPA
2007
Self Managed Superannuation Funds
Kaplan Professional
2011
Margin Lending and Geared Investments
Kaplan Professional
2011
SMSF Specialist Adviser
SMSFA
Registration History
FINANCIAL SERVICES PARTNERS PTY LIMITED
Government Debentures, Stocks or Bonds: Class of product only.
Source: ASIC Financial Advisers Register