Financial Adviser · SYDNEY, NSW

Megan Anthea Aikman

24 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000416599

Megan Anthea Aikman is a financial adviser based in Sydney, New South Wales, with 24 years of experience in the financial services industry. Megan is currently authorised under Hillross Financial Services Limited. Megan 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 Graduate Diploma in Financial Planning from Securities Institute.

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

2004

Graduate Diploma in Financial Planning

Securities Institute

2015

Self Managed Superannuation Funds

Kaplan Higher Education Pty Limited

2019

ASX Listed Product Accreditation Course (LPAC)

LPAC Online

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Hillross Financial Services Limited

Oct 2016 - Present Current

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