MARGARET JANE PRITCHARD
Financial Adviser · Hamilton, NSW
📚 Qualifications & 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
🏢 Professional Memberships
CPA Australia (CPA)
Chartered Accountants Australia and New Zealand (CA ANZ)
FINSIA (FFIN)
SMSF Association
Taxation Institute of Australia
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.