Financial Adviser
· FORTITUDE VALLEY, QLD
Megan Rebecca Kelly
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001240833
Megan Rebecca Kelly is a financial adviser based in Fortitude Valley, Queensland, with 10 years of experience in the financial services industry. Megan is currently authorised under Fortnum Private Wealth 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 Bachelor of Business from Queensland University of Technology. Megan is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Bachelor of Business
Queensland University of Technology
2011
SMSF Specialist Advisor
SMSF Association
2015
Diploma of Financial Planning
Kaplan
2020
FPC002B-Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2021
Tier 1 Margin Lending
Kaplan
Registration History
Source: ASIC Financial Advisers Register