MEGAN BARTLETT
Financial Adviser · Manly, NSW
📚 Qualifications & Training
1989 - Bachelor of Commerce - Bachelor Honours Degree (AQF 8) - Australian National University
2003 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University
2011 - Certified Financial Planner - Professional Designations - The Financial Planning Association of Australia
2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2021 - Introduction to Self Managed Superannuation Funds - Other - Kaplan Professional
2022 - Margin Lending Specialist - Other - Kaplan Professional
🏢 Professional Memberships
CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
Tax Practitioners Board (TPB)
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.