Financial Adviser
· BRISBANE, QLD
Megan Kate Neale
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003466
Megan Kate Neale is a financial adviser based in Brisbane, Queensland, with 14 years of experience in the financial services industry. Megan is currently authorised under Fortnum Advice Pty Ltd. 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 of Financial Planning from Kaplan Professional. Megan is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2009
Diploma of Financial Services (Financial Planning) FNS50804
Kaplan
2015
Advanced Diploma of Financial Planning FNS60410
Kaplan
2017
Self Managed Superannuation Funds
Kaplan
2022
FPC008
Other - Kaplan
2023
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Not authorised to provide personal advice on Securitie & Standard Margin Lending.
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Securities: Class of product only. Government Debentures, Stocks or Bonds: Class of product only. SMSF: Not authorised to provide SMSF advice.
Source: ASIC Financial Advisers Register