Financial Adviser
· SYDNEY, NSW
Meaghan Wylie
No disciplinary history on record with ASIC
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001310375
Meaghan Wylie is a financial adviser based in Sydney, New South Wales, with 2 years of experience in the financial services industry. Meaghan is currently authorised under Perpetual Trustee Company Limited. Meaghan holds authorisations to advise on superannuation, life insurance investments, managed investments and securities, as well as tax financial advice services (TFAS). Meaghan holds a Graduate Diploma of Financial Planning from Kaplan.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2021
Graduate Diploma of Financial Planning
Kaplan