MEGAN EICHHORN

Financial Adviser ยท Cotton Tree, QLD

Registered

Registration Number

001235451

Registration Status

Registered

Location

Cotton Tree, QLD 4558

Providing Advice Since

2015

Registration Date

16/09/2015

Financial Services Licensee

FINANCIAL WISDOM LIMITED

Licence #000231138

๐Ÿ“š Qualifications & Training

2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2015 - Bachelor of Business (Management & Human Resource Management) - Bachelor Degree (AQF 7) - Griffith University
2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2015 - Securities and Managed Investments Course (DFP4) - Other - Kaplan Professional
2018 - Certified Financial Planner (CFP) Education Program - Professional Designations - FPA Australia
2020 - Self Managed Superannuation Funds Course - Other - Kaplan Professional
2021 - Accredited Aged Care Professional Program - Other - Aged Care Steps
2024 - Ethics and Professionalism in Financial Advice Course (FPC002B) - Bridging Course - Ethics - Kaplan Higher Education
2025 - Client Engagement Skills Course (FPC007B) - Bridging Course - Behavioural Finance - Kaplan Higher Education
2025 - Economic and Legal Context for Financial Planning Course (FPC001B) - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education

๐Ÿข Professional Memberships

Certified Financial Planner (CFP) of FAAA

โ„น๏ธ 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.