Financial Adviser · HAMILTON, NSW

Margaret Jane Pritchard

31 Years experience
Tax advice
authorised
ASIC Registered · ADV 001005754

Margaret Jane Pritchard is a financial adviser based in Hamilton, New South Wales, with 31 years of experience in the financial services industry. Margaret is currently authorised under Pritchard & Partners Pty Limited. Margaret holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Financial Administration from University of New England. Margaret is a member of CPA Australia (CPA), Chartered Accountants Australia and New Zealand (CA ANZ), FINSIA (FFIN), SMSF Association and Taxation Institute of Australia.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1981
Bachelor of Financial Administration
University of New England
1989
Registered Tax Agent
Tax Practioners Board
2000
Certificate of Public Practice
Institute of Chartered Accountants of Australia
2014
Certificate IV in Finance & Mortgage Broking
Kaplan Education
2014
SMSF Auditor
ASIC

Registration History

Mar 2004 - Present Current

Source: ASIC Financial Advisers Register