MEGAN JANE RICH
Financial Adviser · Wickham, NSW
📚 Qualifications & Training
2000 - Diploma of Financial Markets - Diploma (AQF 5) - Securities Institute
2003 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA)
2008 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia (FPA)
2011 - Margin Lending and Geared Investments - Other - Kaplan Higher Education Pty Limited
2023 - Accredited Aged Care Professional - Other - Aged Care Steps
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.