MEGAN KATE NEALE

Financial Adviser ยท Hewett, SA

Registered

Registration Number

001003466

Registration Status

Registered

Location

Hewett, SA 5118

Providing Advice Since

2012

Registration Date

05/11/2018

Financial Services Licensee

FINANCIAL WISDOM LIMITED

Licence #000231138

๐Ÿ“š Qualifications & Training

2009 - Diploma of Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - Kaplan
2015 - Advanced Diploma of Financial Planning FNS60410 - Advanced Diploma (AQF 6) - Kaplan
2017 - Self Managed Superannuation Funds - Other - Kaplan
2022 - FPC008 - Investment Advice - Other - Kaplan
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)
Financial Advice Association of Australia (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.